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 | $20,638 | $46,553-55.7% | $64,056-67.8% | $75,163-72.5% |
| Participation rate | 98.1% | 65.9%+32.2pp | 72.3%+25.8pp | 67.2%+30.9pp |
| Annual return | 12.81% | 26.03%-13.2pp | 33.69%-20.9pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,930 | $1,974-2.2% | $2,747-29.7% | $2,670-27.7% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $3,880-100.0% | $4,125-100.0% |
| Admin fee / account holder | $849 | $2,952-71.2% | $3,068-72.3% | $5,651-85.0% |