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 | $78,313 | $176,056-55.5% | $159,436-50.9% | $167,490-53.2% |
| Participation rate | 95.2% | 84.9%+10.3pp | 82.8%+12.4pp | 82.1%+13.1pp |
| Annual return | 19.41% | 331.75%-312.3pp | 263.57%-244.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $7,976 | $5,297+50.6% | $4,829+65.2% | $4,837+64.9% |
| Participant deferral / active EE | $13,623 | $7,750+75.8% | $7,352+85.3% | $6,341+114.8% |
| Admin fee / account holder | $11,424 | $12,554-9.0% | $10,799+5.8% | $12,309-7.2% |