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 | $29,217 | $49,227-40.6% | $70,449-58.5% | $79,858-63.4% |
| Participation rate | 88.1% | 69.2%+18.9pp | 75.1%+13.0pp | 69.6%+18.5pp |
| Annual return | 14.91% | 30.06%-15.2pp | 109.03%-94.1pp | 31.71%-16.8pp |
| Employer contribution / active EE | $833 | $2,099-60.3% | $2,737-69.6% | $2,471-66.3% |
| Participant deferral / active EE | $2,150 | $2,768-22.3% | $3,709-42.0% | $3,740-42.5% |
| Admin fee / account holder | $3,941 | $2,878+36.9% | $3,845+2.5% | $5,306-25.7% |