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 | $117,279 | $124,319-5.7% | $111,297+5.4% | $167,490-30.0% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 19.67% | 37.44%-17.8pp | 54.65%-35.0pp | 478.56%-458.9pp |
| Employer contribution / active EE | $1,952 | $3,435-43.2% | $2,731-28.5% | $4,837-59.6% |
| Participant deferral / active EE | $7,810 | $5,180+50.8% | $4,487+74.0% | $6,341+23.2% |
| Admin fee / account holder | $672 | $10,618-93.7% | $7,964-91.6% | $12,309-94.5% |