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 | $9,773 | $39,019-75.0% | $80,716-87.9% | $85,850-88.6% |
| Participation rate | 97.2% | 41.5%+55.7pp | 54.2%+43.1pp | 69.3%+27.9pp |
| Annual return | 15.36% | 26.27%-10.9pp | 87.28%-71.9pp | 318.53%-303.2pp |
| Employer contribution / active EE | $1,344 | $722+86.1% | $1,160+15.8% | $2,565-47.6% |
| Participant deferral / active EE | $1,533 | $1,326+15.7% | $2,146-28.5% | $3,952-61.2% |
| Admin fee / account holder | $676 | $2,431-72.2% | $3,380-80.0% | $6,260-89.2% |