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 | $14,571 | $39,798-63.4% | $67,711-78.5% | $59,632-75.6% |
| Participation rate | 94.7% | 57.4%+37.4pp | 67.5%+27.2pp | 68.7%+26.1pp |
| Annual return | 2.02% | 89.94%-87.9pp | 25.41%-23.4pp | 2041.28%-2039.3pp |
| Employer contribution / active EE | $1,306 | $1,393-6.3% | $2,559-49.0% | $2,203-40.7% |
| Participant deferral / active EE | $2,980 | $2,335+27.6% | $3,585-16.9% | $3,192-6.6% |
| Admin fee / account holder | $4,530 | $3,212+41.0% | $4,255+6.5% | $4,297+5.4% |