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 | $19,909 | $96,484-79.4% | $75,886-73.8% | $152,861-87.0% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 21.92% | 33.98%-12.1pp | 30.76%-8.8pp | 345.32%-323.4pp |
| Employer contribution / active EE | $5,834 | $3,309+76.3% | $2,500+133.3% | $4,762+22.5% |
| Participant deferral / active EE | $2,227 | $4,553-51.1% | $3,603-38.2% | $5,850-61.9% |
| Admin fee / account holder | $1,033 | $8,078-87.2% | $5,418-80.9% | $11,596-91.1% |