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 | $25,224 | $102,317-75.3% | $146,958-82.8% | $80,856-68.8% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 12.19% | 134.76%-122.6pp | 418.34%-406.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,197 | $3,713-67.8% | $4,933-75.7% | $2,755-56.6% |
| Participant deferral / active EE | $3,846 | $6,644-42.1% | $8,070-52.3% | $4,296-10.5% |
| Admin fee / account holder | $626 | $7,941-92.1% | $12,998-95.2% | $6,918-91.0% |