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 | $11,752 | $81,248-85.5% | $155,509-92.4% | $80,856-85.5% |
| Participation rate | 95.9% | 66.2%+29.7pp | 78.2%+17.7pp | 67.6%+28.3pp |
| Annual return | 25.65% | 33.31%-7.7pp | 64.67%-39.0pp | 35.59%-9.9pp |
| Employer contribution / active EE | $1,232 | $3,100-60.3% | $4,672-73.6% | $2,755-55.3% |
| Participant deferral / active EE | $1,025 | $3,452-70.3% | $5,626-81.8% | $4,296-76.1% |
| Admin fee / account holder | $364 | $7,997-95.4% | $15,912-97.7% | $6,918-94.7% |