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 | $68,134 | $157,256-56.7% | $141,162-51.7% | $152,861-55.4% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 27.36% | 64.32%-37.0pp | 71.39%-44.0pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,028 | $5,261-80.5% | $4,735-78.3% | $4,762-78.4% |
| Participant deferral / active EE | $5,270 | $7,109-25.9% | $6,709-21.4% | $5,850-9.9% |
| Admin fee / account holder | $710 | $12,120-94.1% | $10,261-93.1% | $11,596-93.9% |