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 | $70,177 | $175,202-59.9% | $149,673-53.1% | $139,434-49.7% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 20.79% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,595 | $5,474-70.9% | $4,818-66.9% | $4,751-66.4% |
| Participant deferral / active EE | $5,243 | $6,519-19.6% | $5,680-7.7% | $6,710-21.9% |
| Admin fee / account holder | $8,628 | $16,150-46.6% | $13,210-34.7% | $11,403-24.3% |