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 | $23,240 | $103,376-77.5% | $87,100-73.3% | $152,861-84.8% |
| Participation rate | 70.6% | 79.3%-8.8pp | 76.9%-6.3pp | 82.4%-11.9pp |
| Annual return | 110.30% | 28.10%+82.2pp | 28.19%+82.1pp | 345.32%-235.0pp |
| Employer contribution / active EE | $1,526 | $3,220-52.6% | $2,521-39.5% | $4,762-68.0% |
| Participant deferral / active EE | $4,453 | $4,778-6.8% | $4,049+10.0% | $5,850-23.9% |
| Admin fee / account holder | $1,136 | $12,205-90.7% | $7,497-84.8% | $11,596-90.2% |