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 | $11,182 | $49,922-77.6% | $80,569-86.1% | $75,163-85.1% |
| Participation rate | 73.0% | 55.3%+17.7pp | 67.0%+6.0pp | 67.2%+5.8pp |
| Annual return | 21.40% | 34.69%-13.3pp | 935.43%-914.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $948 | $1,698-44.2% | $2,723-65.2% | $2,670-64.5% |
| Participant deferral / active EE | $2,014 | $2,990-32.7% | $4,447-54.7% | $4,125-51.2% |
| Admin fee / account holder | $1,454 | $3,577-59.4% | $5,377-73.0% | $5,651-74.3% |