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 | $34,915 | $53,127-34.3% | $86,590-59.7% | $70,131-50.2% |
| Participation rate | 81.9% | 65.3%+16.6pp | 73.5%+8.4pp | 69.5%+12.4pp |
| Annual return | 21.69% | 27.66%-6.0pp | 964.84%-943.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $949 | $2,068-54.1% | $2,839-66.6% | $2,342-59.5% |
| Participant deferral / active EE | $4,140 | $2,696+53.6% | $3,609+14.7% | $3,332+24.2% |
| Admin fee / account holder | $1,013 | $3,585-71.7% | $4,906-79.3% | $4,645-78.2% |