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 | $26,969 | $78,694-65.7% | $67,652-60.1% | $125,391-78.5% |
| Participation rate | 81.8% | 78.8%+3.0pp | 75.7%+6.2pp | 83.2%-1.4pp |
| Annual return | 19.01% | 9.46%+9.6pp | 6625.04%-6606.0pp | 282.22%-263.2pp |
| Employer contribution / active EE | $1,237 | $3,044-59.4% | $2,266-45.4% | $4,866-74.6% |
| Participant deferral / active EE | $1,575 | $4,292-63.3% | $3,560-55.8% | $5,352-70.6% |
| Admin fee / account holder | $783 | $7,403-89.4% | $4,821-83.8% | $9,540-91.8% |