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 | $17,309 | $84,233-79.5% | $170,442-89.8% | $70,131-75.3% |
| Participation rate | 88.5% | 70.8%+17.6pp | 83.6%+4.9pp | 69.5%+18.9pp |
| Annual return | 12.69% | 23.06%-10.4pp | 205.93%-193.2pp | 73.14%-60.5pp |
| Employer contribution / active EE | $790 | $3,387-76.7% | $5,433-85.5% | $2,342-66.3% |
| Participant deferral / active EE | $2,038 | $3,086-33.9% | $4,939-58.7% | $3,332-38.8% |
| Admin fee / account holder | $2,117 | $5,698-62.8% | $13,880-84.7% | $4,645-54.4% |