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 | $70,526 | $179,726-60.8% | $156,263-54.9% | $142,382-50.5% |
| Participation rate | 82.6% | 82.1%+0.5pp | 78.9%+3.7pp | 80.1%+2.5pp |
| Annual return | 15.71% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,200 | $5,069+42.0% | $4,333+66.2% | $4,299+67.5% |
| Participant deferral / active EE | $4,659 | $6,956-33.0% | $6,158-24.4% | $6,507-28.4% |
| Admin fee / account holder | $1,066 | $17,272-93.8% | $14,255-92.5% | $12,624-91.6% |