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 | $86,361 | $112,096-23.0% | $95,952-10.0% | $158,922-45.7% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 18.44% | 171.09%-152.6pp | 91.61%-73.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $3,541 | $3,198+10.7% | $2,541+39.3% | $4,761-25.6% |
| Participant deferral / active EE | $11,898 | $4,784+148.7% | $4,167+185.5% | $5,982+98.9% |
| Admin fee / account holder | $21,412 | $10,130+111.4% | $6,795+215.1% | $11,246+90.4% |