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 | $37,198 | $73,933-49.7% | $96,683-61.5% | $75,163-50.5% |
| Participation rate | 85.2% | 66.4%+18.8pp | 74.3%+10.8pp | 67.2%+18.0pp |
| Annual return | 18.88% | 26.70%-7.8pp | 35.69%-16.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $3,927 | $2,928+34.1% | $3,737+5.1% | $2,670+47.1% |
| Participant deferral / active EE | $1,604 | $3,659-56.2% | $4,878-67.1% | $4,125-61.1% |
| Admin fee / account holder | $2,079 | $5,216-60.1% | $6,730-69.1% | $5,651-63.2% |