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 | $25,551 | $89,753-71.5% | $107,525-76.2% | $84,808-69.9% |
| Participation rate | 88.0% | 68.1%+19.9pp | 75.1%+12.9pp | 68.3%+19.7pp |
| Annual return | 55.35% | 29.48%+25.9pp | 181.32%-126.0pp | 40.90%+14.4pp |
| Employer contribution / active EE | $1,242 | $3,113-60.1% | $3,754-66.9% | $2,631-52.8% |
| Participant deferral / active EE | $2,725 | $4,056-32.8% | $5,116-46.7% | $4,212-35.3% |
| Admin fee / account holder | $769 | $7,222-89.4% | $8,919-91.4% | $7,344-89.5% |