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 | $45,706 | $117,983-61.3% | $101,794-55.1% | $142,382-67.9% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 12.36% | 36.92%-24.6pp | 30.53%-18.2pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,530 | $2,773-44.8% | $2,289-33.1% | $4,299-64.4% |
| Participant deferral / active EE | $4,989 | $4,714+5.9% | $4,084+22.2% | $6,507-23.3% |
| Admin fee / account holder | $7,853 | $10,433-24.7% | $8,777-10.5% | $12,624-37.8% |