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 7-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 | $24,868 | $85,202-70.8% | $172,739-85.6% | $72,985-65.9% |
| Participation rate | 93.7% | 70.1%+23.6pp | 82.6%+11.0pp | 69.5%+24.2pp |
| Annual return | 25.23% | 27.32%-2.1pp | 802.84%-777.6pp | 81.00%-55.8pp |
| Employer contribution / active EE | $1,679 | $3,324-49.5% | $5,143-67.4% | $2,440-31.2% |
| Participant deferral / active EE | $3,126 | $3,260-4.1% | $5,198-39.9% | $3,607-13.3% |
| Admin fee / account holder | $633 | $5,884-89.2% | $13,954-95.5% | $5,124-87.7% |