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 7-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 | $33,424 | $49,922-33.0% | $80,569-58.5% | $75,163-55.5% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.4pp |
| Annual return | 14.90% | 34.69%-19.8pp | 935.43%-920.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $297 | $1,698-82.5% | $2,723-89.1% | $2,670-88.9% |
| Participant deferral / active EE | $1,924 | $2,990-35.7% | $4,447-56.7% | $4,125-53.4% |
| Admin fee / account holder | $1,531 | $3,577-57.2% | $5,377-71.5% | $5,651-72.9% |