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 | $85,352 | $112,729-24.3% | $98,716-13.5% | $137,256-37.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.3%+21.6pp | 80.0%+10.9pp |
| Annual return | 15.57% | 38.48%-22.9pp | 31.81%-16.2pp | 220.34%-204.8pp |
| Employer contribution / active EE | $6,479 | $2,725+137.7% | $2,279+184.3% | $4,156+55.9% |
| Participant deferral / active EE | $13,570 | $4,640+192.4% | $4,048+235.3% | $6,407+111.8% |
| Admin fee / account holder | $4,550 | $10,129-55.1% | $8,703-47.7% | $12,270-62.9% |