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 | $47,812 | $157,256-69.6% | $141,162-66.1% | $152,861-68.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 88.43% | 64.32%+24.1pp | 71.39%+17.0pp | 345.32%-256.9pp |
| Employer contribution / active EE | $2,799 | $5,261-46.8% | $4,735-40.9% | $4,762-41.2% |
| Participant deferral / active EE | $4,535 | $7,109-36.2% | $6,709-32.4% | $5,850-22.5% |
| Admin fee / account holder | $3,781 | $12,120-68.8% | $10,261-63.1% | $11,596-67.4% |