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 6-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 | $28,747 | $111,754-74.3% | $103,333-72.2% | $145,922-80.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 10.22% | 24.77%-14.5pp | 24.88%-14.7pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,877 | $4,212-55.4% | $3,868-51.5% | $4,660-59.7% |
| Participant deferral / active EE | $8,348 | $5,619+48.6% | $5,057+65.1% | $6,688+24.8% |
| Admin fee / account holder | $491 | $9,750-95.0% | $8,355-94.1% | $13,397-96.3% |