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 | $54,916 | $115,882-52.6% | $100,516-45.4% | $158,922-65.4% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.5pp | 82.0%+10.9pp |
| Annual return | 21.03% | 34.79%-13.8pp | 30.89%-9.9pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,146 | $4,103-47.7% | $3,418-37.2% | $4,761-54.9% |
| Participant deferral / active EE | $4,671 | $6,674-30.0% | $6,270-25.5% | $5,982-21.9% |
| Admin fee / account holder | $3,614 | $10,995-67.1% | $8,081-55.3% | $11,246-67.9% |