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 8-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 | $13,579 | $49,922-72.8% | $80,569-83.1% | $75,163-81.9% |
| Participation rate | 84.6% | 55.3%+29.3pp | 67.0%+17.6pp | 67.2%+17.4pp |
| Annual return | 15.57% | 34.69%-19.1pp | 935.43%-919.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $971 | $1,698-42.8% | $2,723-64.4% | $2,670-63.6% |
| Participant deferral / active EE | $2,432 | $2,990-18.7% | $4,447-45.3% | $4,125-41.1% |
| Admin fee / account holder | $1,017 | $3,577-71.6% | $5,377-81.1% | $5,651-82.0% |