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 | $23,210 | $65,365-64.5% | $92,893-75.0% | $72,985-68.2% |
| Participation rate | 85.2% | 68.3%+16.9pp | 76.0%+9.2pp | 69.5%+15.7pp |
| Annual return | 17.43% | 42.10%-24.7pp | 109.41%-92.0pp | 81.00%-63.6pp |
| Employer contribution / active EE | $5,875 | $2,594+126.5% | $3,653+60.8% | $2,440+140.8% |
| Participant deferral / active EE | $2,466 | $3,128-21.2% | $4,236-41.8% | $3,607-31.6% |
| Admin fee / account holder | $987 | $4,251-76.8% | $5,794-83.0% | $5,124-80.7% |