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 | $38,179 | $46,553-18.0% | $64,056-40.4% | $75,163-49.2% |
| Participation rate | 93.0% | 65.9%+27.1pp | 72.3%+20.7pp | 67.2%+25.8pp |
| Annual return | 11.91% | 26.03%-14.1pp | 33.69%-21.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $773 | $1,974-60.8% | $2,747-71.9% | $2,670-71.0% |
| Participant deferral / active EE | $1,382 | $2,837-51.3% | $3,880-64.4% | $4,125-66.5% |
| Admin fee / account holder | $356 | $2,952-88.0% | $3,068-88.4% | $5,651-93.7% |