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 | $98,097 | $105,181-6.7% | $159,436-38.5% | $85,850+14.3% |
| Participation rate | 87.9% | 75.8%+12.1pp | 82.8%+5.1pp | 69.3%+18.6pp |
| Annual return | 14.84% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,069 | $3,318-67.8% | $4,829-77.9% | $2,565-58.3% |
| Participant deferral / active EE | $5,904 | $5,945-0.7% | $7,352-19.7% | $3,952+49.4% |
| Admin fee / account holder | $7,732 | $6,933+11.5% | $10,799-28.4% | $6,260+23.5% |