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 7-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 | $26,527 | $88,672-70.1% | $105,223-74.8% | $82,448-67.8% |
| Participation rate | 80.7% | 67.9%+12.8pp | 75.0%+5.7pp | 68.1%+12.6pp |
| Annual return | 19.24% | 30.86%-11.6pp | 180.65%-161.4pp | 41.64%-22.4pp |
| Employer contribution / active EE | $914 | $3,048-70.0% | $3,689-75.2% | $2,551-64.2% |
| Participant deferral / active EE | $4,367 | $4,036+8.2% | $5,072-13.9% | $4,139+5.5% |
| Admin fee / account holder | $3,070 | $7,146-57.0% | $8,859-65.3% | $7,234-57.6% |