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 | $69,789 | $157,256-55.6% | $141,162-50.6% | $152,861-54.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.77% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $1,042 | $5,261-80.2% | $4,735-78.0% | $4,762-78.1% |
| Participant deferral / active EE | $10,751 | $7,109+51.2% | $6,709+60.2% | $5,850+83.8% |
| Admin fee / account holder | $9,461 | $12,120-21.9% | $10,261-7.8% | $11,596-18.4% |