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 | $26,244 | $84,233-68.8% | $170,442-84.6% | $70,131-62.6% |
| Participation rate | 89.8% | 70.8%+19.0pp | 83.6%+6.2pp | 69.5%+20.3pp |
| Annual return | 14.46% | 23.06%-8.6pp | 205.93%-191.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,412 | $3,387-58.3% | $5,433-74.0% | $2,342-39.7% |
| Participant deferral / active EE | $1,681 | $3,086-45.5% | $4,939-66.0% | $3,332-49.6% |
| Admin fee / account holder | $2,066 | $5,698-63.7% | $13,880-85.1% | $4,645-55.5% |