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 | $88,664 | $98,750-10.2% | $149,696-40.8% | $79,858+11.0% |
| Participation rate | 91.4% | 75.8%+15.7pp | 82.5%+9.0pp | 69.6%+21.8pp |
| Annual return | 16.18% | 27.43%-11.3pp | 276.60%-260.4pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,399 | $3,216-56.5% | $4,644-69.9% | $2,471-43.4% |
| Participant deferral / active EE | $4,377 | $5,680-22.9% | $6,842-36.0% | $3,740+17.0% |
| Admin fee / account holder | $7,256 | $6,053+19.9% | $9,309-22.0% | $5,306+36.7% |