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 | $30,856 | $112,881-72.7% | $90,951-66.1% | $158,922-80.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 17.64% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,236 | $2,893-57.3% | $2,122-41.7% | $4,761-74.0% |
| Participant deferral / active EE | $2,540 | $4,128-38.5% | $3,373-24.7% | $5,982-57.5% |
| Admin fee / account holder | $862 | $8,041-89.3% | $5,959-85.5% | $11,246-92.3% |