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 | $38,808 | $157,256-75.3% | $141,162-72.5% | $152,861-74.6% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 25.03% | 64.32%-39.3pp | 71.39%-46.4pp | 345.32%-320.3pp |
| Employer contribution / active EE | $6,276 | $5,261+19.3% | $4,735+32.5% | $4,762+31.8% |
| Participant deferral / active EE | $12,481 | $7,109+75.6% | $6,709+86.0% | $5,850+113.3% |
| Admin fee / account holder | $5,694 | $12,120-53.0% | $10,261-44.5% | $11,596-50.9% |