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 7-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 | $34,665 | $154,117-77.5% | $129,995-73.3% | $139,434-75.1% |
| Participation rate | 90.9% | 82.0%+9.0pp | 78.5%+12.4pp | 80.3%+10.6pp |
| Annual return | 18.05% | 32.48%-14.4pp | -137.18%+155.2pp | 372.94%-354.9pp |
| Employer contribution / active EE | $4,149 | $5,289-21.6% | $4,320-4.0% | $4,751-12.7% |
| Participant deferral / active EE | $6,219 | $6,710-7.3% | $5,820+6.9% | $6,710-7.3% |
| Admin fee / account holder | $8,112 | $14,007-42.1% | $10,614-23.6% | $11,403-28.9% |