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 | $18,938 | $84,696-77.6% | $75,696-75.0% | $167,490-88.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 13.30% | 199.36%-186.1pp | 104.53%-91.2pp | 478.56%-465.3pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,209 | $4,580-51.8% | $3,821-42.2% | $6,341-65.2% |
| Admin fee / account holder | $772 | $5,355-85.6% | $3,619-78.7% | $12,309-93.7% |