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 | $35,268 | $157,256-77.6% | $141,162-75.0% | $152,861-76.9% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 23.25% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $4,954 | $5,261-5.8% | $4,735+4.6% | $4,762+4.0% |
| Participant deferral / active EE | $10,549 | $7,109+48.4% | $6,709+57.2% | $5,850+80.3% |
| Admin fee / account holder | $3,147 | $12,120-74.0% | $10,261-69.3% | $11,596-72.9% |