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 | $77,962 | $149,734-47.9% | $118,925-34.4% | $158,922-50.9% |
| Participation rate | 85.7% | 82.1%+3.6pp | 75.4%+10.3pp | 82.0%+3.8pp |
| Annual return | 9.39% | 19.95%-10.6pp | 35.88%-26.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,581 | $4,115-61.6% | $3,263-51.5% | $4,761-66.8% |
| Participant deferral / active EE | $3,086 | $5,223-40.9% | $4,265-27.6% | $5,982-48.4% |
| Admin fee / account holder | $7,496 | $8,603-12.9% | $6,581+13.9% | $11,246-33.3% |