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 | $72,538 | $152,587-52.5% | $125,175-42.1% | $152,861-52.5% |
| Participation rate | 88.9% | 83.3%+5.6pp | 79.8%+9.1pp | 82.4%+6.4pp |
| Annual return | 17.20% | 54.84%-37.6pp | 43.79%-26.6pp | 345.32%-328.1pp |
| Employer contribution / active EE | $1,468 | $4,946-70.3% | $3,865-62.0% | $4,762-69.2% |
| Participant deferral / active EE | $2,724 | $5,868-53.6% | $4,937-44.8% | $5,850-53.4% |
| Admin fee / account holder | $808 | $13,434-94.0% | $9,702-91.7% | $11,596-93.0% |