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 6-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 | $31,496 | $89,753-64.9% | $107,525-70.7% | $84,808-62.9% |
| Participation rate | 77.5% | 68.1%+9.4pp | 75.1%+2.4pp | 68.3%+9.2pp |
| Annual return | 16.09% | 29.48%-13.4pp | 181.32%-165.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $2,002 | $3,113-35.7% | $3,754-46.7% | $2,631-23.9% |
| Participant deferral / active EE | $2,997 | $4,056-26.1% | $5,116-41.4% | $4,212-28.8% |
| Admin fee / account holder | $2,631 | $7,222-63.6% | $8,919-70.5% | $7,344-64.2% |