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 | $9,668 | $25,014-61.3% | $69,647-86.1% | $80,856-88.0% |
| Participation rate | 89.1% | 64.2%+24.8pp | 66.5%+22.6pp | 67.6%+21.5pp |
| Annual return | 22.92% | 19.07%+3.8pp | 100.48%-77.6pp | 35.59%-12.7pp |
| Employer contribution / active EE | $947 | $993-4.7% | $1,712-44.7% | $2,755-65.6% |
| Participant deferral / active EE | $1,977 | $1,839+7.5% | $2,886-31.5% | $4,296-54.0% |
| Admin fee / account holder | $1,364 | $2,488-45.2% | $4,713-71.1% | $6,918-80.3% |