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 | $38,088 | $106,749-64.3% | $145,433-73.8% | $82,448-53.8% |
| Participation rate | 70.9% | 75.6%-4.7pp | 82.1%-11.2pp | 68.1%+2.8pp |
| Annual return | 19.71% | 27.59%-7.9pp | 66.58%-46.9pp | 41.64%-21.9pp |
| Employer contribution / active EE | $913 | $3,444-73.5% | $4,554-79.9% | $2,551-64.2% |
| Participant deferral / active EE | $2,739 | $6,519-58.0% | $7,897-65.3% | $4,139-33.8% |
| Admin fee / account holder | $561 | $8,390-93.3% | $13,129-95.7% | $7,234-92.2% |