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 | $42,375 | $72,404-41.5% | $110,238-61.6% | $64,186-34.0% |
| Participation rate | 88.8% | 73.3%+15.4pp | 79.8%+8.9pp | 69.6%+19.2pp |
| Annual return | 12.52% | -6.29%+18.8pp | 314.74%-302.2pp | 7.63%+4.9pp |
| Employer contribution / active EE | $853 | $2,282-62.6% | $3,826-77.7% | $2,381-64.2% |
| Participant deferral / active EE | $2,514 | $3,469-27.5% | $4,672-46.2% | $3,470-27.5% |
| Admin fee / account holder | $2,057 | $5,664-63.7% | $8,547-75.9% | $4,888-57.9% |