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 | $12,347 | $37,426-67.0% | $77,482-84.1% | $79,858-84.5% |
| Participation rate | 98.0% | 41.5%+56.5pp | 54.2%+43.8pp | 69.6%+28.4pp |
| Annual return | 12.96% | 39.70%-26.7pp | 54.79%-41.8pp | 31.71%-18.8pp |
| Employer contribution / active EE | $2,140 | $637+236.1% | $986+116.9% | $2,471-13.4% |
| Participant deferral / active EE | $1,824 | $1,260+44.8% | $1,861-2.0% | $3,740-51.2% |
| Admin fee / account holder | $682 | $2,504-72.8% | $2,858-76.1% | $5,306-87.2% |