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 | $24,029 | $111,724-78.5% | $93,606-74.3% | $145,922-83.5% |
| Participation rate | 90.5% | 74.2%+16.3pp | 68.7%+21.8pp | 80.3%+10.2pp |
| Annual return | 21.28% | 202.98%-181.7pp | 133.20%-111.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $1,495 | $3,090-51.6% | $2,420-38.2% | $4,660-67.9% |
| Participant deferral / active EE | $1,847 | $4,912-62.4% | $4,411-58.1% | $6,688-72.4% |
| Admin fee / account holder | $554 | $10,250-94.6% | $8,285-93.3% | $13,397-95.9% |