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 | $91,064 | $142,405-36.1% | $115,157-20.9% | $152,861-40.4% |
| Participation rate | 90.9% | 82.4%+8.6pp | 75.9%+15.0pp | 82.4%+8.5pp |
| Annual return | 19.69% | 41.48%-21.8pp | 35.60%-15.9pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,899 | $4,010-52.7% | $3,179-40.3% | $4,762-60.1% |
| Participant deferral / active EE | $3,642 | $5,164-29.5% | $4,168-12.6% | $5,850-37.7% |
| Admin fee / account holder | $10,852 | $8,462+28.2% | $7,088+53.1% | $11,596-6.4% |