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 | $14,902 | $57,016-73.9% | $84,966-82.5% | $80,856-81.6% |
| Participation rate | 72.2% | 56.3%+15.9pp | 67.5%+4.7pp | 67.6%+4.6pp |
| Annual return | 14.31% | 21.66%-7.3pp | 66.38%-52.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $1,128 | $1,798-37.3% | $2,727-58.7% | $2,755-59.1% |
| Participant deferral / active EE | $2,436 | $3,110-21.7% | $4,519-46.1% | $4,296-43.3% |
| Admin fee / account holder | $1,388 | $4,980-72.1% | $6,149-77.4% | $6,918-79.9% |