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 | $71,255 | $176,812-59.7% | $146,665-51.4% | $167,490-57.5% |
| Participation rate | 90.9% | 83.6%+7.3pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.44% | 24.03%-10.6pp | 22.74%-9.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,438 | $5,160-33.4% | $4,136-16.9% | $4,837-28.9% |
| Participant deferral / active EE | $7,986 | $6,440+24.0% | $5,506+45.0% | $6,341+25.9% |
| Admin fee / account holder | $1,998 | $13,259-84.9% | $10,280-80.6% | $12,309-83.8% |