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 5-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 | $27,495 | $202,432-86.4% | $169,368-83.8% | $139,434-80.3% |
| Participation rate | 93.3% | 81.1%+12.3pp | 77.1%+16.2pp | 80.3%+13.0pp |
| Annual return | 28.28% | 531.74%-503.5pp | 405.60%-377.3pp | 372.94%-344.7pp |
| Employer contribution / active EE | $1,700 | $4,692-63.8% | $4,013-57.6% | $4,751-64.2% |
| Participant deferral / active EE | $6,169 | $6,938-11.1% | $6,221-0.8% | $6,710-8.1% |
| Admin fee / account holder | $5,084 | $10,708-52.5% | $9,003-43.5% | $11,403-55.4% |