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 | $48,731 | $157,256-69.0% | $141,162-65.5% | $152,861-68.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.60% | 64.32%-44.7pp | 71.39%-51.8pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,130 | $5,261-59.5% | $4,735-55.0% | $4,762-55.3% |
| Participant deferral / active EE | $2,918 | $7,109-59.0% | $6,709-56.5% | $5,850-50.1% |
| Admin fee / account holder | $1,871 | $12,120-84.6% | $10,261-81.8% | $11,596-83.9% |