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 | $16,886 | $57,281-70.5% | $86,612-80.5% | $75,163-77.5% |
| Participation rate | 74.1% | 63.2%+10.9pp | 71.7%+2.4pp | 67.2%+6.9pp |
| Annual return | 20.00% | 2670.75%-2650.7pp | 591.07%-571.1pp | 160.62%-140.6pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,651 | $3,318+10.0% | $4,438-17.7% | $4,125-11.5% |
| Admin fee / account holder | $687 | $4,112-83.3% | $5,614-87.8% | $5,651-87.8% |