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 8-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 | $12,517 | $77,899-83.9% | $149,673-91.6% | $75,163-83.3% |
| Participation rate | 94.7% | 65.6%+29.2pp | 78.8%+16.0pp | 67.2%+27.5pp |
| Annual return | 20.02% | 31.72%-11.7pp | 134.42%-114.4pp | 160.62%-140.6pp |
| Employer contribution / active EE | $1,492 | $3,137-52.5% | $4,818-69.0% | $2,670-44.1% |
| Participant deferral / active EE | $2,493 | $3,411-26.9% | $5,680-56.1% | $4,125-39.6% |
| Admin fee / account holder | $416 | $5,956-93.0% | $13,210-96.9% | $5,651-92.6% |