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 | $13,190 | $96,635-86.4% | $86,612-84.8% | $139,434-90.5% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 11.31% | 106.41%-95.1pp | 591.07%-579.8pp | 372.94%-361.6pp |
| Employer contribution / active EE | $1,681 | $3,263-48.5% | $3,022-44.4% | $4,751-64.6% |
| Participant deferral / active EE | $2,092 | $4,836-56.7% | $4,438-52.8% | $6,710-68.8% |
| Admin fee / account holder | $3,148 | $6,408-50.9% | $5,614-43.9% | $11,403-72.4% |