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 | $82,671 | $124,425-33.6% | $112,040-26.2% | $137,256-39.8% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 11.14% | 24.72%-13.6pp | 24.52%-13.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,946 | $3,411-43.0% | $2,954-34.1% | $4,156-53.2% |
| Participant deferral / active EE | $10,760 | $5,718+88.2% | $5,098+111.1% | $6,407+67.9% |
| Admin fee / account holder | $31,617 | $15,207+107.9% | $12,098+161.3% | $12,270+157.7% |