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 | $22,076 | $69,515-68.2% | $86,874-74.6% | $85,850-74.3% |
| Participation rate | 97.5% | 66.3%+31.2pp | 71.6%+25.9pp | 69.3%+28.2pp |
| Annual return | 15.94% | 20.12%-4.2pp | 63.52%-47.6pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,685 | $1,880-10.4% | $2,495-32.5% | $2,565-34.3% |
| Participant deferral / active EE | $3,049 | $2,919+4.4% | $3,699-17.6% | $3,952-22.9% |
| Admin fee / account holder | $739 | $5,972-87.6% | $5,828-87.3% | $6,260-88.2% |