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 | $43,960 | $176,377-75.1% | $134,143-67.2% | $158,922-72.3% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 42.81% | 63.63%-20.8pp | 36.33%+6.5pp | 302.83%-260.0pp |
| Employer contribution / active EE | $3,740 | $5,040-25.8% | $3,704+1.0% | $4,761-21.4% |
| Participant deferral / active EE | $5,840 | $4,091+42.7% | $3,499+66.9% | $5,982-2.4% |
| Admin fee / account holder | $5,191 | $8,718-40.5% | $6,684-22.3% | $11,246-53.8% |