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 | $53,435 | $157,256-66.0% | $141,162-62.1% | $152,861-65.0% |
| Participation rate | 87.0% | 84.8%+2.1pp | 82.5%+4.5pp | 82.4%+4.5pp |
| Annual return | 24.56% | 64.32%-39.8pp | 71.39%-46.8pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,860 | $5,261-45.6% | $4,735-39.6% | $4,762-39.9% |
| Participant deferral / active EE | $6,083 | $7,109-14.4% | $6,709-9.3% | $5,850+4.0% |
| Admin fee / account holder | $20,307 | $12,120+67.5% | $10,261+97.9% | $11,596+75.1% |