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 | $29,378 | $142,405-79.4% | $115,157-74.5% | $152,861-80.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 25.40% | 41.48%-16.1pp | 35.60%-10.2pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,567 | $4,010-60.9% | $3,179-50.7% | $4,762-67.1% |
| Participant deferral / active EE | $4,764 | $5,164-7.7% | $4,168+14.3% | $5,850-18.6% |
| Admin fee / account holder | $1,367 | $8,462-83.8% | $7,088-80.7% | $11,596-88.2% |