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 | $30,762 | $175,202-82.4% | $149,673-79.4% | $139,434-77.9% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 11.14% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $1,602 | $5,474-70.7% | $4,818-66.8% | $4,751-66.3% |
| Participant deferral / active EE | $4,663 | $6,519-28.5% | $5,680-17.9% | $6,710-30.5% |
| Admin fee / account holder | $8,361 | $16,150-48.2% | $13,210-36.7% | $11,403-26.7% |