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 7-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 | $96,099 | $118,849-19.1% | $96,562-0.5% | $167,490-42.6% |
| Participation rate | 92.3% | 75.5%+16.8pp | 69.8%+22.5pp | 82.1%+10.2pp |
| Annual return | 20.15% | 50.49%-30.3pp | 37.78%-17.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $759 | $3,120-75.7% | $2,356-67.8% | $4,837-84.3% |
| Participant deferral / active EE | $4,522 | $4,616-2.0% | $3,849+17.5% | $6,341-28.7% |
| Admin fee / account holder | $8,281 | $8,065+2.7% | $6,181+34.0% | $12,309-32.7% |