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 8-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 | $17,798 | $109,327-83.7% | $89,391-80.1% | $158,922-88.8% |
| Participation rate | 77.3% | 74.3%+3.0pp | 68.0%+9.3pp | 82.0%-4.7pp |
| Annual return | 23.30% | 345.68%-322.4pp | 245.62%-222.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,866 | $3,170-41.1% | $2,586-27.8% | $4,761-60.8% |
| Participant deferral / active EE | $3,821 | $4,598-16.9% | $3,890-1.8% | $5,982-36.1% |
| Admin fee / account holder | $909 | $6,153-85.2% | $4,881-81.4% | $11,246-91.9% |