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 | $56,091 | $127,065-55.9% | $113,168-50.4% | $142,382-60.6% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 17.18% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,344 | $3,442-31.9% | $2,975-21.2% | $4,299-45.5% |
| Participant deferral / active EE | $4,313 | $5,716-24.6% | $5,107-15.5% | $6,507-33.7% |
| Admin fee / account holder | $952 | $15,736-93.9% | $12,068-92.1% | $12,624-92.5% |