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 | $50,686 | $165,335-69.3% | $149,696-66.1% | $158,922-68.1% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 10.22% | 348.15%-337.9pp | 276.60%-266.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,636 | $5,103-67.9% | $4,644-64.8% | $4,761-65.6% |
| Participant deferral / active EE | $5,404 | $7,181-24.7% | $6,842-21.0% | $5,982-9.7% |
| Admin fee / account holder | $350 | $10,807-96.8% | $9,309-96.2% | $11,246-96.9% |