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 7-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 | $38,671 | $159,934-75.8% | $147,005-73.7% | $145,959-73.5% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.35% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,650 | $5,287-68.8% | $4,934-66.6% | $4,661-64.6% |
| Participant deferral / active EE | $7,064 | $8,427-16.2% | $8,070-12.5% | $6,689+5.6% |
| Admin fee / account holder | $2,147 | $15,053-85.7% | $13,006-83.5% | $13,398-84.0% |