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 | $68,738 | $144,119-52.3% | $117,854-41.7% | $147,584-53.4% |
| Participation rate | 85.7% | 83.4%+2.3pp | 79.7%+6.1pp | 82.8%+2.9pp |
| Annual return | 13.95% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,341 | $4,896-31.8% | $3,786-11.8% | $4,876-31.5% |
| Participant deferral / active EE | $5,274 | $5,316-0.8% | $4,482+17.7% | $5,439-3.0% |
| Admin fee / account holder | $2,873 | $10,886-73.6% | $8,020-64.2% | $10,885-73.6% |