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 | $93,551 | $209,411-55.3% | $178,490-47.6% | $158,922-41.1% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 24.70% | 188.75%-164.1pp | 151.07%-126.4pp | 302.83%-278.1pp |
| Employer contribution / active EE | $1,728 | $5,706-69.7% | $5,011-65.5% | $4,761-63.7% |
| Participant deferral / active EE | $3,863 | $5,954-35.1% | $5,202-25.7% | $5,982-35.4% |
| Admin fee / account holder | $440 | $17,074-97.4% | $13,984-96.9% | $11,246-96.1% |