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 | $40,528 | $157,256-74.2% | $141,162-71.3% | $152,861-73.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 28.62% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $4,724 | $5,261-10.2% | $4,735-0.2% | $4,762-0.8% |
| Participant deferral / active EE | $9,710 | $7,109+36.6% | $6,709+44.7% | $5,850+66.0% |
| Admin fee / account holder | $5,533 | $12,120-54.3% | $10,261-46.1% | $11,596-52.3% |