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 | $86,853 | $133,922-35.1% | $116,228-25.3% | $142,382-39.0% |
| Participation rate | 94.7% | 77.9%+16.9pp | 74.6%+20.2pp | 80.1%+14.6pp |
| Annual return | 14.02% | 147.76%-133.7pp | 90.06%-76.0pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,504 | $3,446-56.3% | $2,994-49.8% | $4,299-65.0% |
| Participant deferral / active EE | $3,305 | $5,672-41.7% | $4,953-33.3% | $6,507-49.2% |
| Admin fee / account holder | $9,132 | $14,945-38.9% | $11,989-23.8% | $12,624-27.7% |