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 | $169,357 | $103,376+63.8% | $87,100+94.4% | $152,861+10.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.9%+8.8pp | 82.4%+3.3pp |
| Annual return | 19.10% | 28.10%-9.0pp | 28.19%-9.1pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,585 | $3,220-50.8% | $2,521-37.2% | $4,762-66.7% |
| Participant deferral / active EE | $8,958 | $4,778+87.5% | $4,049+121.3% | $5,850+53.1% |
| Admin fee / account holder | $47,967 | $12,205+293.0% | $7,497+539.9% | $11,596+313.6% |