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 | $29,079 | $85,202-65.9% | $172,739-83.2% | $72,985-60.2% |
| Participation rate | 73.8% | 70.1%+3.7pp | 82.6%-8.8pp | 69.5%+4.3pp |
| Annual return | 28.93% | 27.32%+1.6pp | 802.84%-773.9pp | 81.00%-52.1pp |
| Employer contribution / active EE | $1,500 | $3,324-54.9% | $5,143-70.8% | $2,440-38.5% |
| Participant deferral / active EE | $3,143 | $3,260-3.6% | $5,198-39.5% | $3,607-12.9% |
| Admin fee / account holder | $408 | $5,884-93.1% | $13,954-97.1% | $5,124-92.0% |