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 | $48,078 | $99,985-51.9% | $146,665-67.2% | $85,850-44.0% |
| Participation rate | 96.6% | 73.1%+23.5pp | 80.1%+16.5pp | 69.3%+27.2pp |
| Annual return | 16.75% | 18.93%-2.2pp | 22.74%-6.0pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,939 | $2,559-24.2% | $4,136-53.1% | $2,565-24.4% |
| Participant deferral / active EE | $3,338 | $4,006-16.7% | $5,506-39.4% | $3,952-15.5% |
| Admin fee / account holder | $1,742 | $7,702-77.4% | $10,280-83.1% | $6,260-72.2% |