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 | $30,256 | $84,233-64.1% | $170,442-82.2% | $70,131-56.9% |
| Participation rate | 76.6% | 70.8%+5.8pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 30.67% | 23.06%+7.6pp | 205.93%-175.3pp | 73.14%-42.5pp |
| Employer contribution / active EE | $2,227 | $3,387-34.2% | $5,433-59.0% | $2,342-4.9% |
| Participant deferral / active EE | $4,240 | $3,086+37.4% | $4,939-14.2% | $3,332+27.3% |
| Admin fee / account holder | $1,222 | $5,698-78.6% | $13,880-91.2% | $4,645-73.7% |