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 | $16,743 | $81,233-79.4% | $155,567-89.2% | $80,874-79.3% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.6%+26.8pp |
| Annual return | 25.29% | 33.33%-8.0pp | 64.74%-39.4pp | 35.62%-10.3pp |
| Employer contribution / active EE | $1,098 | $3,101-64.6% | $4,674-76.5% | $2,756-60.2% |
| Participant deferral / active EE | $3,052 | $3,452-11.6% | $5,628-45.8% | $4,297-29.0% |
| Admin fee / account holder | $1,572 | $7,998-80.3% | $15,916-90.1% | $6,935-77.3% |