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 | $47,479-64.6% | $62,929-73.3% | $82,448-79.6% |
| Participation rate | 92.9% | 66.9%+26.0pp | 73.1%+19.7pp | 68.1%+24.8pp |
| Annual return | 19.45% | 20.34%-0.9pp | 1063.93%-1044.5pp | 41.64%-22.2pp |
| Employer contribution / active EE | $1,569 | $1,885-16.8% | $2,505-37.4% | $2,551-38.5% |
| Participant deferral / active EE | $3,067 | $2,870+6.8% | $3,888-21.1% | $4,139-25.9% |
| Admin fee / account holder | $626 | $3,804-83.5% | $5,065-87.6% | $7,234-91.3% |