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 | $14,467 | $96,635-85.0% | $86,612-83.3% | $139,434-89.6% |
| Participation rate | 95.0% | 74.4%+20.6pp | 71.7%+23.3pp | 80.3%+14.7pp |
| Annual return | 17.13% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $1,333 | $3,263-59.1% | $3,022-55.9% | $4,751-71.9% |
| Participant deferral / active EE | $2,856 | $4,836-40.9% | $4,438-35.6% | $6,710-57.4% |
| Admin fee / account holder | $2,040 | $6,408-68.2% | $5,614-63.7% | $11,403-82.1% |