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 | $16,031 | $63,703-74.8% | $93,063-82.8% | $82,448-80.6% |
| Participation rate | 76.5% | 63.8%+12.6pp | 72.1%+4.4pp | 68.1%+8.4pp |
| Annual return | 22.27% | -775.43%+797.7pp | 34.15%-11.9pp | 41.64%-19.4pp |
| Employer contribution / active EE | $1,154 | $1,729-33.2% | $2,476-53.4% | $2,551-54.7% |
| Participant deferral / active EE | $2,046 | $2,919-29.9% | $3,958-48.3% | $4,139-50.6% |
| Admin fee / account holder | $358 | $5,982-94.0% | $6,033-94.1% | $7,234-95.1% |