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 | $25,774 | $80,717-68.1% | $154,803-83.4% | $84,808-69.6% |
| Participation rate | 88.7% | 66.8%+21.9pp | 78.1%+10.7pp | 68.3%+20.4pp |
| Annual return | 16.50% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $934 | $2,761-66.2% | $4,305-78.3% | $2,631-64.5% |
| Participant deferral / active EE | $2,906 | $3,303-12.0% | $5,540-47.5% | $4,212-31.0% |
| Admin fee / account holder | $717 | $6,746-89.4% | $14,329-95.0% | $7,344-90.2% |