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 | $9,669 | $102,966-90.6% | $90,281-89.3% | $152,861-93.7% |
| Participation rate | 95.7% | 75.9%+19.8pp | 73.3%+22.4pp | 82.4%+13.2pp |
| Annual return | 16.91% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $886 | $3,139-71.8% | $2,854-69.0% | $4,762-81.4% |
| Participant deferral / active EE | $2,764 | $4,281-35.4% | $3,885-28.9% | $5,850-52.7% |
| Admin fee / account holder | $452 | $6,171-92.7% | $5,351-91.6% | $11,596-96.1% |