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 | $17,384 | $85,202-79.6% | $172,739-89.9% | $72,985-76.2% |
| Participation rate | 90.4% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.9pp |
| Annual return | 23.98% | 27.32%-3.3pp | 802.84%-778.9pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,535 | $3,324-53.8% | $5,143-70.2% | $2,440-37.1% |
| Participant deferral / active EE | $1,530 | $3,260-53.1% | $5,198-70.6% | $3,607-57.6% |
| Admin fee / account holder | $868 | $5,884-85.2% | $13,954-93.8% | $5,124-83.1% |