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 | $74,606 | $183,519-59.3% | $155,509-52.0% | $145,922-48.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.15% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,958 | $5,313-25.5% | $4,672-15.3% | $4,660-15.1% |
| Participant deferral / active EE | $4,783 | $6,462-26.0% | $5,626-15.0% | $6,688-28.5% |
| Admin fee / account holder | $5,228 | $19,313-72.9% | $15,912-67.1% | $13,397-61.0% |