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 | $36,509 | $108,919-66.5% | $100,391-63.6% | $145,922-75.0% |
| Participation rate | 94.1% | 82.9%+11.2pp | 81.5%+12.6pp | 80.3%+13.8pp |
| Annual return | 13.81% | 57.88%-44.1pp | 49.20%-35.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $1,688 | $4,419-61.8% | $3,942-57.2% | $4,660-63.8% |
| Participant deferral / active EE | $6,115 | $8,445-27.6% | $8,082-24.3% | $6,688-8.6% |
| Admin fee / account holder | $792 | $9,689-91.8% | $7,899-90.0% | $13,397-94.1% |