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 | $33,448 | $95,266-64.9% | $82,389-59.4% | $142,382-76.5% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.5%+21.4pp | 80.1%+10.8pp |
| Annual return | 12.67% | 25.74%-13.1pp | 28.67%-16.0pp | 217.08%-204.4pp |
| Employer contribution / active EE | $1,376 | $2,991-54.0% | $2,517-45.3% | $4,299-68.0% |
| Participant deferral / active EE | $4,622 | $4,809-3.9% | $4,155+11.3% | $6,507-29.0% |
| Admin fee / account holder | $437 | $8,563-94.9% | $7,231-94.0% | $12,624-96.5% |