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 | $16,798 | $48,795-65.6% | $65,493-74.4% | $84,808-80.2% |
| Participation rate | 92.9% | 67.0%+25.9pp | 73.1%+19.8pp | 68.3%+24.5pp |
| Annual return | 19.45% | 20.20%-0.8pp | 982.45%-963.0pp | 40.90%-21.5pp |
| Employer contribution / active EE | $1,569 | $1,930-18.7% | $2,574-39.1% | $2,631-40.4% |
| Participant deferral / active EE | $3,067 | $2,928+4.7% | $3,961-22.6% | $4,212-27.2% |
| Admin fee / account holder | $626 | $3,877-83.8% | $5,028-87.5% | $7,344-91.5% |