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 | $39,183 | $172,111-77.2% | $150,298-73.9% | $137,256-71.5% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 20.19% | 69.37%-49.2pp | 62.79%-42.6pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,830 | $4,636-39.0% | $4,154-31.9% | $4,156-31.9% |
| Participant deferral / active EE | $5,492 | $6,166-10.9% | $5,453+0.7% | $6,407-14.3% |
| Admin fee / account holder | $325 | $16,471-98.0% | $14,116-97.7% | $12,270-97.3% |