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 | $22,041 | $105,126-79.0% | $94,646-76.7% | $139,434-84.2% |
| Participation rate | 90.9% | 82.4%+8.6pp | 80.8%+10.1pp | 80.3%+10.6pp |
| Annual return | 24.41% | 38.03%-13.6pp | 156.71%-132.3pp | 372.94%-348.5pp |
| Employer contribution / active EE | $1,489 | $4,106-63.7% | $3,672-59.5% | $4,751-68.7% |
| Participant deferral / active EE | $5,192 | $7,599-31.7% | $7,418-30.0% | $6,710-22.6% |
| Admin fee / account holder | $988 | $8,984-89.0% | $7,231-86.3% | $11,403-91.3% |