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 8-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 | $15,196 | $85,202-82.2% | $172,739-91.2% | $72,985-79.2% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 17.53% | 27.32%-9.8pp | 802.84%-785.3pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,265 | $3,324-62.0% | $5,143-75.4% | $2,440-48.2% |
| Participant deferral / active EE | $1,608 | $3,260-50.7% | $5,198-69.1% | $3,607-55.4% |
| Admin fee / account holder | $1,598 | $5,884-72.8% | $13,954-88.6% | $5,124-68.8% |