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 | $21,108 | $118,849-82.2% | $96,562-78.1% | $167,490-87.4% |
| Participation rate | 85.7% | 75.5%+10.2pp | 69.8%+15.9pp | 82.1%+3.6pp |
| Annual return | 10.77% | 50.49%-39.7pp | 37.78%-27.0pp | 478.56%-467.8pp |
| Employer contribution / active EE | $763 | $3,120-75.5% | $2,356-67.6% | $4,837-84.2% |
| Participant deferral / active EE | $1,280 | $4,616-72.3% | $3,849-66.7% | $6,341-79.8% |
| Admin fee / account holder | $477 | $8,065-94.1% | $6,181-92.3% | $12,309-96.1% |