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 | $29,445 | $91,190-67.7% | $178,490-83.5% | $79,858-63.1% |
| Participation rate | 75.0% | 69.2%+5.8pp | 81.9%-6.9pp | 69.6%+5.4pp |
| Annual return | 14.91% | 24.19%-9.3pp | 151.07%-136.2pp | 31.71%-16.8pp |
| Employer contribution / active EE | $1,275 | $3,256-60.8% | $5,011-74.5% | $2,471-48.4% |
| Participant deferral / active EE | $2,040 | $3,236-37.0% | $5,202-60.8% | $3,740-45.4% |
| Admin fee / account holder | $669 | $6,751-90.1% | $13,984-95.2% | $5,306-87.4% |