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 | $60,182 | $176,056-65.8% | $159,436-62.3% | $167,490-64.1% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 13.62% | 331.75%-318.1pp | 263.57%-250.0pp | 478.56%-464.9pp |
| Employer contribution / active EE | $2,414 | $5,297-54.4% | $4,829-50.0% | $4,837-50.1% |
| Participant deferral / active EE | $4,251 | $7,750-45.2% | $7,352-42.2% | $6,341-33.0% |
| Admin fee / account holder | $634 | $12,554-94.9% | $10,799-94.1% | $12,309-94.8% |