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 | $12,465 | $80,717-84.6% | $154,803-91.9% | $84,808-85.3% |
| Participation rate | 80.4% | 66.8%+13.6pp | 78.1%+2.3pp | 68.3%+12.1pp |
| Annual return | 15.34% | 37.96%-22.6pp | 58.88%-43.5pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,456 | $2,761+25.2% | $4,305-19.7% | $2,631+31.4% |
| Participant deferral / active EE | $2,241 | $3,303-32.1% | $5,540-59.5% | $4,212-46.8% |
| Admin fee / account holder | $876 | $6,746-87.0% | $14,329-93.9% | $7,344-88.1% |