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 | $56,677 | $93,571-39.4% | $135,903-58.3% | $75,163-24.6% |
| Participation rate | 93.8% | 75.2%+18.6pp | 81.9%+11.8pp | 67.2%+26.6pp |
| Annual return | 89.25% | 30.90%+58.3pp | 68.23%+21.0pp | 160.62%-71.4pp |
| Employer contribution / active EE | $3,665 | $3,537+3.6% | $4,856-24.5% | $2,670+37.3% |
| Participant deferral / active EE | $12,498 | $6,404+95.2% | $7,758+61.1% | $4,125+203.0% |
| Admin fee / account holder | $2,204 | $6,975-68.4% | $10,762-79.5% | $5,651-61.0% |