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 | $18,048 | $49,227-63.3% | $70,449-74.4% | $79,858-77.4% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 8.29% | 30.06%-21.8pp | 109.03%-100.7pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,038 | $2,099-50.5% | $2,737-62.1% | $2,471-58.0% |
| Participant deferral / active EE | $1,765 | $2,768-36.2% | $3,709-52.4% | $3,740-52.8% |
| Admin fee / account holder | $601 | $2,878-79.1% | $3,845-84.4% | $5,306-88.7% |