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 | $67,877 | $178,174-61.9% | $156,181-56.5% | $137,256-50.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.53% | 84.19%-69.7pp | 64.87%-50.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,811 | $4,972-63.6% | $4,294-57.8% | $4,156-56.4% |
| Participant deferral / active EE | $3,422 | $6,888-50.3% | $6,132-44.2% | $6,407-46.6% |
| Admin fee / account holder | $2,762 | $17,404-84.1% | $14,586-81.1% | $12,270-77.5% |