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 | $22,108 | $88,672-75.1% | $105,223-79.0% | $82,448-73.2% |
| Participation rate | 95.7% | 67.9%+27.7pp | 75.0%+20.6pp | 68.1%+27.6pp |
| Annual return | 19.50% | 30.86%-11.4pp | 180.65%-161.2pp | 41.64%-22.1pp |
| Employer contribution / active EE | $1,870 | $3,048-38.7% | $3,689-49.3% | $2,551-26.7% |
| Participant deferral / active EE | $2,755 | $4,036-31.7% | $5,072-45.7% | $4,139-33.4% |
| Admin fee / account holder | $512 | $7,146-92.8% | $8,859-94.2% | $7,234-92.9% |