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 | $27,587 | $88,672-68.9% | $105,223-73.8% | $82,448-66.5% |
| Participation rate | 77.8% | 67.9%+9.9pp | 75.0%+2.7pp | 68.1%+9.7pp |
| Annual return | 19.36% | 30.86%-11.5pp | 180.65%-161.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $2,791 | $3,048-8.4% | $3,689-24.3% | $2,551+9.4% |
| Participant deferral / active EE | $2,685 | $4,036-33.5% | $5,072-47.1% | $4,139-35.1% |
| Admin fee / account holder | $1,202 | $7,146-83.2% | $8,859-86.4% | $7,234-83.4% |