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 | $16,200 | $48,795-66.8% | $65,493-75.3% | $84,808-80.9% |
| Participation rate | 98.2% | 67.0%+31.3pp | 73.1%+25.2pp | 68.3%+29.9pp |
| Annual return | 15.88% | 20.20%-4.3pp | 982.45%-966.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,382 | $1,930-28.4% | $2,574-46.3% | $2,631-47.5% |
| Participant deferral / active EE | $2,430 | $2,928-17.0% | $3,961-38.6% | $4,212-42.3% |
| Admin fee / account holder | $1,779 | $3,877-54.1% | $5,028-64.6% | $7,344-75.8% |