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 | $24,667 | $96,305-74.4% | $80,569-69.4% | $139,434-82.3% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 16.40% | 1350.08%-1333.7pp | 935.43%-919.0pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,504 | $3,262-53.9% | $2,723-44.8% | $4,751-68.3% |
| Participant deferral / active EE | $1,853 | $5,232-64.6% | $4,447-58.3% | $6,710-72.4% |
| Admin fee / account holder | $1,700 | $6,599-74.2% | $5,377-68.4% | $11,403-85.1% |