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 | $47,324 | $179,726-73.7% | $156,263-69.7% | $142,382-66.8% |
| Participation rate | 95.0% | 82.1%+12.9pp | 78.9%+16.1pp | 80.1%+14.9pp |
| Annual return | 19.75% | 77.86%-58.1pp | 59.47%-39.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $3,898 | $5,069-23.1% | $4,333-10.0% | $4,299-9.3% |
| Participant deferral / active EE | $5,169 | $6,956-25.7% | $6,158-16.1% | $6,507-20.6% |
| Admin fee / account holder | $7,047 | $17,272-59.2% | $14,255-50.6% | $12,624-44.2% |