See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,617 | $157,256-49.4% | $141,162-43.6% | $152,861-47.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 43.41% | 64.32%-20.9pp | 71.39%-28.0pp | 345.32%-301.9pp |
| Employer contribution / active EE | $3,409 | $5,261-35.2% | $4,735-28.0% | $4,762-28.4% |
| Participant deferral / active EE | $4,653 | $7,109-34.5% | $6,709-30.6% | $5,850-20.5% |
| Admin fee / account holder | $2,194 | $12,120-81.9% | $10,261-78.6% | $11,596-81.1% |