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 6-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 | $19,044 | $111,535-82.9% | $105,223-81.9% | $137,256-86.1% |
| Participation rate | 76.2% | 78.1%-1.9pp | 75.0%+1.1pp | 80.0%-3.8pp |
| Annual return | 17.71% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,805 | $3,939-54.2% | $3,689-51.1% | $4,156-56.6% |
| Participant deferral / active EE | $3,109 | $5,500-43.5% | $5,072-38.7% | $6,407-51.5% |
| Admin fee / account holder | $512 | $9,721-94.7% | $8,859-94.2% | $12,270-95.8% |