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 | $81,705 | $176,056-53.6% | $159,436-48.8% | $167,490-51.2% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 14.39% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,954 | $5,297-63.1% | $4,829-59.5% | $4,837-59.6% |
| Participant deferral / active EE | $5,540 | $7,750-28.5% | $7,352-24.6% | $6,341-12.6% |
| Admin fee / account holder | $30,330 | $12,554+141.6% | $10,799+180.9% | $12,309+146.4% |