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 8-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 | $29,535 | $81,248-63.6% | $155,509-81.0% | $80,856-63.5% |
| Participation rate | 75.9% | 66.2%+9.6pp | 78.2%-2.3pp | 67.6%+8.2pp |
| Annual return | 12.64% | 33.31%-20.7pp | 64.67%-52.0pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,622 | $3,100-15.4% | $4,672-43.9% | $2,755-4.8% |
| Participant deferral / active EE | $1,071 | $3,452-69.0% | $5,626-81.0% | $4,296-75.1% |
| Admin fee / account holder | $2,228 | $7,997-72.1% | $15,912-86.0% | $6,918-67.8% |