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 | $19,118 | $77,899-75.5% | $149,673-87.2% | $75,163-74.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.90% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,980 | $3,137-36.9% | $4,818-58.9% | $2,670-25.8% |
| Participant deferral / active EE | $1,598 | $3,411-53.1% | $5,680-71.9% | $4,125-61.3% |
| Admin fee / account holder | $345 | $5,956-94.2% | $13,210-97.4% | $5,651-93.9% |