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 | $17,356 | $136,179-87.3% | $98,755-82.4% | $167,490-89.6% |
| Participation rate | 87.5% | 70.2%+17.3pp | 65.7%+21.8pp | 82.1%+5.4pp |
| Annual return | 15.09% | 67.53%-52.4pp | 49.91%-34.8pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,560 | $2,631-40.7% | $2,067-24.6% | $4,837-67.8% |
| Participant deferral / active EE | $1,959 | $3,716-47.3% | $3,035-35.5% | $6,341-69.1% |
| Admin fee / account holder | $830 | $5,031-83.5% | $4,076-79.6% | $12,309-93.3% |