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 | $16,174 | $109,817-85.3% | $98,442-83.6% | $167,490-90.3% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 12.53% | 1956.69%-1944.2pp | 1492.73%-1480.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,809 | $3,224-43.9% | $2,960-38.9% | $4,837-62.6% |
| Participant deferral / active EE | $2,262 | $4,673-51.6% | $4,276-47.1% | $6,341-64.3% |
| Admin fee / account holder | $740 | $6,753-89.0% | $5,949-87.6% | $12,309-94.0% |