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 | $55,270 | $104,907-47.3% | $84,611-34.7% | $152,861-63.8% |
| Participation rate | 86.7% | 74.8%+11.8pp | 68.2%+18.4pp | 82.4%+4.2pp |
| Annual return | 18.91% | 373.79%-354.9pp | 258.74%-239.8pp | 345.32%-326.4pp |
| Employer contribution / active EE | $2,633 | $3,302-20.2% | $2,652-0.7% | $4,762-44.7% |
| Participant deferral / active EE | $2,343 | $4,688-50.0% | $3,899-39.9% | $5,850-59.9% |
| Admin fee / account holder | $3,182 | $6,241-49.0% | $4,912-35.2% | $11,596-72.6% |