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 | $45,236 | $111,754-59.5% | $103,333-56.2% | $145,922-69.0% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 11.57% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $9,228 | $4,212+119.1% | $3,868+138.6% | $4,660+98.0% |
| Participant deferral / active EE | $4,929 | $5,619-12.3% | $5,057-2.5% | $6,688-26.3% |
| Admin fee / account holder | $2,221 | $9,750-77.2% | $8,355-73.4% | $13,397-83.4% |