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 | $31,665 | $118,450-73.3% | $98,439-67.8% | $139,434-77.3% |
| Participation rate | 81.0% | 77.4%+3.5pp | 75.2%+5.8pp | 80.3%+0.6pp |
| Annual return | 14.37% | 18.94%-4.6pp | 21.16%-6.8pp | 372.94%-358.6pp |
| Employer contribution / active EE | $777 | $3,609-78.5% | $3,048-74.5% | $4,751-83.6% |
| Participant deferral / active EE | $10,214 | $5,392+89.4% | $4,738+115.6% | $6,710+52.2% |
| Admin fee / account holder | $14,037 | $14,026+0.1% | $8,948+56.9% | $11,403+23.1% |