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 | $22,981 | $95,416-75.9% | $185,823-87.6% | $85,850-73.2% |
| Participation rate | 90.0% | 68.8%+21.2pp | 81.7%+8.3pp | 69.3%+20.7pp |
| Annual return | 27.94% | 23.59%+4.4pp | 122.05%-94.1pp | 318.53%-290.6pp |
| Employer contribution / active EE | $774 | $3,314-76.6% | $5,167-85.0% | $2,565-69.8% |
| Participant deferral / active EE | $1,783 | $3,423-47.9% | $5,568-68.0% | $3,952-54.9% |
| Admin fee / account holder | $651 | $7,213-91.0% | $16,237-96.0% | $6,260-89.6% |