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 | $55,871 | $217,402-74.3% | $185,823-69.9% | $167,490-66.6% |
| Participation rate | 90.9% | 86.0%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 11.06% | 148.36%-137.3pp | 122.05%-111.0pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,296 | $5,873-60.9% | $5,167-55.6% | $4,837-52.5% |
| Participant deferral / active EE | $4,151 | $6,356-34.7% | $5,568-25.4% | $6,341-34.5% |
| Admin fee / account holder | $1,474 | $19,811-92.6% | $16,237-90.9% | $12,309-88.0% |