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 | $53,779 | $95,416-43.6% | $185,823-71.1% | $85,850-37.4% |
| Participation rate | 87.2% | 68.8%+18.4pp | 81.7%+5.5pp | 69.3%+17.9pp |
| Annual return | 14.69% | 23.59%-8.9pp | 122.05%-107.4pp | 318.53%-303.8pp |
| Employer contribution / active EE | $1,971 | $3,314-40.5% | $5,167-61.9% | $2,565-23.2% |
| Participant deferral / active EE | $4,432 | $3,423+29.5% | $5,568-20.4% | $3,952+12.2% |
| Admin fee / account holder | $1,695 | $7,213-76.5% | $16,237-89.6% | $6,260-72.9% |