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 | $17,562 | $58,208-69.8% | $81,812-78.5% | $80,856-78.3% |
| Participation rate | 72.2% | 63.4%+8.8pp | 72.3%-0.1pp | 67.6%+4.6pp |
| Annual return | 13.64% | 41.66%-28.0pp | 773.79%-760.2pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,105 | $2,340-10.0% | $2,912-27.7% | $2,755-23.6% |
| Participant deferral / active EE | $3,496 | $3,281+6.6% | $4,319-19.0% | $4,296-18.6% |
| Admin fee / account holder | $2,446 | $4,981-50.9% | $7,386-66.9% | $6,918-64.6% |