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 | $21,715 | $74,888-71.0% | $71,209-69.5% | $142,382-84.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 16.33% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,299 | $2,854-54.5% | $2,721-52.3% | $4,299-69.8% |
| Participant deferral / active EE | $3,145 | $4,454-29.4% | $4,175-24.7% | $6,507-51.7% |
| Admin fee / account holder | $2,181 | $5,568-60.8% | $5,349-59.2% | $12,624-82.7% |