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 | $58,626 | $69,207-15.3% | $64,056-8.5% | $139,434-58.0% |
| Participation rate | 95.8% | 75.6%+20.2pp | 72.3%+23.5pp | 80.3%+15.5pp |
| Annual return | 16.49% | 45.88%-29.4pp | 33.69%-17.2pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,263 | $3,182+34.0% | $2,747+55.2% | $4,751-10.3% |
| Participant deferral / active EE | $6,059 | $4,682+29.4% | $3,880+56.2% | $6,710-9.7% |
| Admin fee / account holder | $5,875 | $4,244+38.4% | $3,068+91.5% | $11,403-48.5% |