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 | $34,361 | $157,256-78.1% | $141,162-75.7% | $152,861-77.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 31.33% | 64.32%-33.0pp | 71.39%-40.1pp | 345.32%-314.0pp |
| Employer contribution / active EE | $5,620 | $5,261+6.8% | $4,735+18.7% | $4,762+18.0% |
| Participant deferral / active EE | $11,902 | $7,109+67.4% | $6,709+77.4% | $5,850+103.5% |
| Admin fee / account holder | $8,071 | $12,120-33.4% | $10,261-21.3% | $11,596-30.4% |