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 | $22,094 | $107,934-79.5% | $91,989-76.0% | $152,861-85.5% |
| Participation rate | 84.6% | 81.2%+3.4pp | 78.6%+6.0pp | 82.4%+2.2pp |
| Annual return | 23.12% | 89.24%-66.1pp | 69.02%-45.9pp | 345.32%-322.2pp |
| Employer contribution / active EE | $877 | $4,210-79.2% | $3,452-74.6% | $4,762-81.6% |
| Participant deferral / active EE | $5,255 | $6,364-17.4% | $5,923-11.3% | $5,850-10.2% |
| Admin fee / account holder | $1,681 | $10,520-84.0% | $7,743-78.3% | $11,596-85.5% |