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 | $94,388 | $149,734-37.0% | $118,925-20.6% | $158,922-40.6% |
| Participation rate | 80.0% | 82.1%-2.1pp | 75.4%+4.6pp | 82.0%-2.0pp |
| Annual return | 12.98% | 19.95%-7.0pp | 35.88%-22.9pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,302 | $4,115-44.1% | $3,263-29.5% | $4,761-51.7% |
| Participant deferral / active EE | $1,710 | $5,223-67.3% | $4,265-59.9% | $5,982-71.4% |
| Admin fee / account holder | $25,310 | $8,603+194.2% | $6,581+284.6% | $11,246+125.1% |