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 | $86,153 | $105,181-18.1% | $159,436-46.0% | $85,850+0.4% |
| Participation rate | 71.0% | 75.8%-4.8pp | 82.8%-11.9pp | 69.3%+1.7pp |
| Annual return | 67.55% | 45.07%+22.5pp | 263.57%-196.0pp | 318.53%-251.0pp |
| Employer contribution / active EE | $973 | $3,318-70.7% | $4,829-79.8% | $2,565-62.0% |
| Participant deferral / active EE | $3,117 | $5,945-47.6% | $7,352-57.6% | $3,952-21.1% |
| Admin fee / account holder | $1,146 | $6,933-83.5% | $10,799-89.4% | $6,260-81.7% |