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 | $17,087 | $49,177-65.3% | $79,464-78.5% | $64,186-73.4% |
| Participation rate | 93.9% | 65.0%+28.9pp | 73.3%+20.6pp | 69.6%+24.4pp |
| Annual return | 7.23% | -1.16%+8.4pp | 718.14%-710.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $1,002 | $2,076-51.8% | $2,800-64.2% | $2,381-57.9% |
| Participant deferral / active EE | $1,380 | $2,821-51.1% | $3,704-62.8% | $3,470-60.2% |
| Admin fee / account holder | $727 | $3,839-81.1% | $5,113-85.8% | $4,888-85.1% |