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 | $58,652 | $214,378-72.6% | $200,582-70.8% | $142,382-58.8% |
| Participation rate | 93.8% | 87.4%+6.3pp | 86.9%+6.9pp | 80.1%+13.6pp |
| Annual return | 12.64% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,395 | $6,841-65.0% | $6,419-62.7% | $4,299-44.3% |
| Participant deferral / active EE | $6,708 | $9,865-32.0% | $9,331-28.1% | $6,507+3.1% |
| Admin fee / account holder | $423 | $17,692-97.6% | $16,305-97.4% | $12,624-96.6% |