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 | $15,204 | $60,124-74.7% | $90,404-83.2% | $79,858-81.0% |
| Participation rate | 92.0% | 65.0%+27.0pp | 72.7%+19.3pp | 69.6%+22.4pp |
| Annual return | 12.16% | 71.94%-59.8pp | 1293.02%-1280.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,347 | $2,068-34.9% | $3,262-58.7% | $2,471-45.5% |
| Participant deferral / active EE | $2,602 | $2,938-11.4% | $3,963-34.3% | $3,740-30.4% |
| Admin fee / account holder | $943 | $3,976-76.3% | $5,611-83.2% | $5,306-82.2% |