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 | $78,106 | $157,256-50.3% | $141,162-44.7% | $152,861-48.9% |
| Participation rate | 91.3% | 84.8%+6.5pp | 82.5%+8.8pp | 82.4%+8.9pp |
| Annual return | 25.87% | 64.32%-38.5pp | 71.39%-45.5pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,364 | $5,261-36.1% | $4,735-28.9% | $4,762-29.4% |
| Participant deferral / active EE | $7,347 | $7,109+3.3% | $6,709+9.5% | $5,850+25.6% |
| Admin fee / account holder | $6,123 | $12,120-49.5% | $10,261-40.3% | $11,596-47.2% |