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 | $51,564 | $85,202-39.5% | $172,739-70.1% | $72,985-29.4% |
| Participation rate | 92.6% | 70.1%+22.5pp | 82.6%+9.9pp | 69.5%+23.1pp |
| Annual return | 16.13% | 27.32%-11.2pp | 802.84%-786.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $2,556 | $3,324-23.1% | $5,143-50.3% | $2,440+4.7% |
| Participant deferral / active EE | $2,085 | $3,260-36.0% | $5,198-59.9% | $3,607-42.2% |
| Admin fee / account holder | $14,671 | $5,884+149.3% | $13,954+5.1% | $5,124+186.3% |