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 | $22,853 | $100,773-77.3% | $88,946-74.3% | $142,382-83.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.8%+21.2pp | 80.1%+9.9pp |
| Annual return | 13.82% | 70.18%-56.4pp | 57.82%-44.0pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,463 | $2,918-49.9% | $2,555-42.7% | $4,299-66.0% |
| Participant deferral / active EE | $1,704 | $5,230-67.4% | $4,581-62.8% | $6,507-73.8% |
| Admin fee / account holder | $12,219 | $9,693+26.1% | $8,261+47.9% | $12,624-3.2% |