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 | $22,381 | $112,881-80.2% | $90,951-75.4% | $158,922-85.9% |
| Participation rate | 81.3% | 74.7%+6.5pp | 69.0%+12.2pp | 82.0%-0.7pp |
| Annual return | 13.49% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $868 | $2,893-70.0% | $2,122-59.1% | $4,761-81.8% |
| Participant deferral / active EE | $3,248 | $4,128-21.3% | $3,373-3.7% | $5,982-45.7% |
| Admin fee / account holder | $19,209 | $8,041+138.9% | $5,959+222.4% | $11,246+70.8% |