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 | $60,781 | $89,355-32.0% | $141,162-56.9% | $72,985-16.7% |
| Participation rate | 93.8% | 75.1%+18.6pp | 82.5%+11.3pp | 69.5%+24.3pp |
| Annual return | 25.01% | 111.85%-86.8pp | 71.39%-46.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $17,199 | $5,418+217.4% | $6,709+156.4% | $3,607+376.8% |
| Admin fee / account holder | $1,693 | $5,958-71.6% | $10,261-83.5% | $5,124-67.0% |