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 7-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 | $40,393 | $99,985-59.6% | $146,665-72.5% | $85,850-52.9% |
| Participation rate | 97.5% | 73.1%+24.4pp | 80.1%+17.4pp | 69.3%+28.2pp |
| Annual return | 17.73% | 18.93%-1.2pp | 22.74%-5.0pp | 318.53%-300.8pp |
| Employer contribution / active EE | $1,879 | $2,559-26.6% | $4,136-54.6% | $2,565-26.8% |
| Participant deferral / active EE | $2,723 | $4,006-32.0% | $5,506-50.5% | $3,952-31.1% |
| Admin fee / account holder | $705 | $7,702-90.8% | $10,280-93.1% | $6,260-88.7% |