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 | $36,343 | $72,492-49.9% | $87,100-58.3% | $72,985-50.2% |
| Participation rate | 98.6% | 72.8%+25.8pp | 76.9%+21.8pp | 69.5%+29.1pp |
| Annual return | 18.89% | 24.46%-5.6pp | 28.19%-9.3pp | 81.00%-62.1pp |
| Employer contribution / active EE | $897 | $1,894-52.6% | $2,521-64.4% | $2,440-63.2% |
| Participant deferral / active EE | $2,355 | $3,270-28.0% | $4,049-41.8% | $3,607-34.7% |
| Admin fee / account holder | $1,021 | $5,055-79.8% | $7,497-86.4% | $5,124-80.1% |