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 | $46,021 | $111,754-58.8% | $103,333-55.5% | $145,922-68.5% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 13.16% | 24.77%-11.6pp | 24.88%-11.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,005 | $4,212-52.4% | $3,868-48.2% | $4,660-57.0% |
| Participant deferral / active EE | $4,654 | $5,619-17.2% | $5,057-8.0% | $6,688-30.4% |
| Admin fee / account holder | $346 | $9,750-96.5% | $8,355-95.9% | $13,397-97.4% |