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 | $18,037 | $97,125-81.4% | $86,233-79.1% | $137,256-86.9% |
| Participation rate | 95.5% | 74.2%+21.3pp | 69.0%+26.4pp | 80.0%+15.5pp |
| Annual return | 17.14% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,365 | $2,841-51.9% | $2,504-45.5% | $4,156-67.1% |
| Participant deferral / active EE | $2,890 | $5,180-44.2% | $4,559-36.6% | $6,407-54.9% |
| Admin fee / account holder | $1,118 | $9,725-88.5% | $8,342-86.6% | $12,270-90.9% |