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 | $24,980 | $88,672-71.8% | $105,223-76.3% | $82,448-69.7% |
| Participation rate | 84.2% | 67.9%+16.3pp | 75.0%+9.2pp | 68.1%+16.1pp |
| Annual return | 17.91% | 30.86%-12.9pp | 180.65%-162.7pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,086 | $4,036+1.3% | $5,072-19.4% | $4,139-1.3% |
| Admin fee / account holder | $653 | $7,146-90.9% | $8,859-92.6% | $7,234-91.0% |