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 | $15,595 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 76.0% | 65.6%+10.4pp | 78.8%-2.8pp | 67.2%+8.8pp |
| Annual return | 14.95% | 31.72%-16.8pp | 134.42%-119.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $1,159 | $3,137-63.1% | $4,818-75.9% | $2,670-56.6% |
| Participant deferral / active EE | $1,348 | $3,411-60.5% | $5,680-76.3% | $4,125-67.3% |
| Admin fee / account holder | $5,269 | $5,956-11.5% | $13,210-60.1% | $5,651-6.8% |