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 | $24,066 | $77,899-69.1% | $149,673-83.9% | $75,163-68.0% |
| Participation rate | 84.1% | 65.6%+18.5pp | 78.8%+5.3pp | 67.2%+16.9pp |
| Annual return | 21.18% | 31.72%-10.5pp | 134.42%-113.2pp | 160.62%-139.4pp |
| Employer contribution / active EE | $1,197 | $3,137-61.9% | $4,818-75.2% | $2,670-55.2% |
| Participant deferral / active EE | $3,973 | $3,411+16.5% | $5,680-30.1% | $4,125-3.7% |
| Admin fee / account holder | $386 | $5,956-93.5% | $13,210-97.1% | $5,651-93.2% |