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 | $23,402 | $106,890-78.1% | $84,015-72.1% | $152,861-84.7% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 16.89% | 104.99%-88.1pp | 71.31%-54.4pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,384 | $2,734-12.8% | $1,983+20.2% | $4,762-49.9% |
| Participant deferral / active EE | $3,155 | $4,011-21.3% | $3,239-2.6% | $5,850-46.1% |
| Admin fee / account holder | $619 | $8,285-92.5% | $6,101-89.9% | $11,596-94.7% |