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 | $53,431 | $91,538-41.6% | $129,995-58.9% | $75,163-28.9% |
| Participation rate | 96.5% | 71.4%+25.0pp | 78.5%+18.0pp | 67.2%+29.3pp |
| Annual return | 19.75% | -631.11%+650.9pp | -137.18%+156.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,028 | $2,845-28.7% | $4,320-53.1% | $2,670-24.1% |
| Participant deferral / active EE | $4,909 | $4,341+13.1% | $5,820-15.7% | $4,125+19.0% |
| Admin fee / account holder | $3,145 | $6,790-53.7% | $10,614-70.4% | $5,651-44.3% |