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 | $88,672-71.2% | $105,223-75.7% | $82,448-69.0% |
| Participation rate | 88.0% | 67.9%+20.1pp | 75.0%+13.0pp | 68.1%+19.9pp |
| Annual return | 55.35% | 30.86%+24.5pp | 180.65%-125.3pp | 41.64%+13.7pp |
| Employer contribution / active EE | $1,242 | $3,048-59.2% | $3,689-66.3% | $2,551-51.3% |
| Participant deferral / active EE | $2,725 | $4,036-32.5% | $5,072-46.3% | $4,139-34.2% |
| Admin fee / account holder | $769 | $7,146-89.2% | $8,859-91.3% | $7,234-89.4% |