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 | $22,413 | $106,890-79.0% | $84,015-73.3% | $152,861-85.3% |
| Participation rate | 84.6% | 75.2%+9.4pp | 69.0%+15.6pp | 82.4%+2.2pp |
| Annual return | 17.10% | 104.99%-87.9pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,397 | $2,734-48.9% | $1,983-29.6% | $4,762-70.7% |
| Participant deferral / active EE | $6,274 | $4,011+56.4% | $3,239+93.7% | $5,850+7.2% |
| Admin fee / account holder | $4,091 | $8,285-50.6% | $6,101-32.9% | $11,596-64.7% |