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 | $27,176 | $232,540-88.3% | $185,117-85.3% | $147,584-81.6% |
| Participation rate | 83.3% | 82.4%+1.0pp | 77.3%+6.1pp | 82.8%+0.5pp |
| Annual return | 21.62% | 43.03%-21.4pp | 40.50%-18.9pp | 578.55%-556.9pp |
| Employer contribution / active EE | $1,454 | $5,195-72.0% | $4,182-65.2% | $4,876-70.2% |
| Participant deferral / active EE | $3,144 | $5,834-46.1% | $5,045-37.7% | $5,439-42.2% |
| Admin fee / account holder | $1,909 | $10,275-81.4% | $8,159-76.6% | $10,885-82.5% |