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 | $53,627 | $175,202-69.4% | $149,673-64.2% | $139,434-61.5% |
| Participation rate | 95.0% | 83.4%+11.6pp | 78.8%+16.2pp | 80.3%+14.7pp |
| Annual return | 11.84% | 166.71%-154.9pp | 134.42%-122.6pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,684 | $5,474-69.2% | $4,818-65.0% | $4,751-64.6% |
| Participant deferral / active EE | $4,632 | $6,519-28.9% | $5,680-18.4% | $6,710-31.0% |
| Admin fee / account holder | $47,290 | $16,150+192.8% | $13,210+258.0% | $11,403+314.7% |