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 | $17,820 | $107,334-83.4% | $92,893-80.8% | $152,861-88.3% |
| Participation rate | 84.6% | 79.8%+4.8pp | 76.0%+8.6pp | 82.4%+2.2pp |
| Annual return | 28.47% | 145.58%-117.1pp | 109.41%-80.9pp | 345.32%-316.8pp |
| Employer contribution / active EE | $3,400 | $4,221-19.5% | $3,653-6.9% | $4,762-28.6% |
| Participant deferral / active EE | $5,907 | $4,845+21.9% | $4,236+39.4% | $5,850+1.0% |
| Admin fee / account holder | $659 | $7,079-90.7% | $5,794-88.6% | $11,596-94.3% |