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 | $26,415 | $96,635-72.7% | $86,612-69.5% | $139,434-81.1% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 22.83% | 106.41%-83.6pp | 591.07%-568.2pp | 372.94%-350.1pp |
| Employer contribution / active EE | $1,870 | $3,263-42.7% | $3,022-38.1% | $4,751-60.6% |
| Participant deferral / active EE | $2,769 | $4,836-42.7% | $4,438-37.6% | $6,710-58.7% |
| Admin fee / account holder | $375 | $6,408-94.1% | $5,614-93.3% | $11,403-96.7% |