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 3-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 | $9,741 | $54,705-82.2% | $71,209-86.3% | $84,808-88.5% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.8%+22.9pp | 68.3%+28.4pp |
| Annual return | 24.25% | 35.90%-11.7pp | 282.51%-258.3pp | 40.90%-16.6pp |
| Employer contribution / active EE | $3,228 | $2,158+49.6% | $2,721+18.6% | $2,631+22.7% |
| Participant deferral / active EE | $2,176 | $3,030-28.2% | $4,175-47.9% | $4,212-48.3% |
| Admin fee / account holder | $821 | $4,863-83.1% | $5,349-84.6% | $7,344-88.8% |