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 8-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 | $19,752 | $96,484-79.5% | $75,886-74.0% | $152,861-87.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.4%+3.3pp |
| Annual return | 21.33% | 33.98%-12.7pp | 30.76%-9.4pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,575 | $3,309-52.4% | $2,500-37.0% | $4,762-66.9% |
| Participant deferral / active EE | $6,236 | $4,553+37.0% | $3,603+73.1% | $5,850+6.6% |
| Admin fee / account holder | $328 | $8,078-95.9% | $5,418-93.9% | $11,596-97.2% |