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 | $36,992 | $111,754-66.9% | $103,333-64.2% | $145,922-74.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.56% | 24.77%-7.2pp | 24.88%-7.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,981 | $4,212-53.0% | $3,868-48.8% | $4,660-57.5% |
| Participant deferral / active EE | $2,541 | $5,619-54.8% | $5,057-49.8% | $6,688-62.0% |
| Admin fee / account holder | $2,348 | $9,750-75.9% | $8,355-71.9% | $13,397-82.5% |