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 | $88,912 | $183,519-51.6% | $155,509-42.8% | $145,922-39.1% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 11.77% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,365 | $5,313-55.5% | $4,672-49.4% | $4,660-49.3% |
| Participant deferral / active EE | $3,166 | $6,462-51.0% | $5,626-43.7% | $6,688-52.7% |
| Admin fee / account holder | $50,550 | $19,313+161.7% | $15,912+217.7% | $13,397+277.3% |