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 8-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 | $13,966 | $85,202-83.6% | $172,739-91.9% | $72,985-80.9% |
| Participation rate | 96.9% | 70.1%+26.8pp | 82.6%+14.2pp | 69.5%+27.4pp |
| Annual return | 21.20% | 27.32%-6.1pp | 802.84%-781.6pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,744 | $3,324-47.5% | $5,143-66.1% | $2,440-28.5% |
| Participant deferral / active EE | $1,796 | $3,260-44.9% | $5,198-65.4% | $3,607-50.2% |
| Admin fee / account holder | $1,105 | $5,884-81.2% | $13,954-92.1% | $5,124-78.4% |