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 | $25,660 | $109,881-76.6% | $150,045-82.9% | $84,808-69.7% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 15.41% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,065 | $3,561-42.0% | $4,693-56.0% | $2,631-21.5% |
| Participant deferral / active EE | $6,104 | $6,636-8.0% | $7,997-23.7% | $4,212+44.9% |
| Admin fee / account holder | $522 | $8,568-93.9% | $13,435-96.1% | $7,344-92.9% |