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 | $39,568 | $209,411-81.1% | $178,490-77.8% | $158,922-75.1% |
| Participation rate | 90.0% | 86.3%+3.7pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 17.82% | 188.75%-170.9pp | 151.07%-133.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,780 | $5,706-68.8% | $5,011-64.5% | $4,761-62.6% |
| Participant deferral / active EE | $4,348 | $5,954-27.0% | $5,202-16.4% | $5,982-27.3% |
| Admin fee / account holder | $915 | $17,074-94.6% | $13,984-93.5% | $11,246-91.9% |