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 | $14,632 | $62,573-76.6% | $85,682-82.9% | $85,850-83.0% |
| Participation rate | 86.5% | 61.1%+25.3pp | 69.9%+16.6pp | 69.3%+17.2pp |
| Annual return | 15.35% | 23.77%-8.4pp | 21.49%-6.1pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,261 | $1,757-28.2% | $2,618-51.8% | $2,565-50.8% |
| Participant deferral / active EE | $3,286 | $2,802+17.2% | $3,923-16.2% | $3,952-16.9% |
| Admin fee / account holder | $636 | $4,640-86.3% | $6,873-90.7% | $6,260-89.8% |