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 | $7,080 | $54,705-87.1% | $71,209-90.1% | $84,808-91.7% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 20.16% | 35.90%-15.7pp | 282.51%-262.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $1,501 | $2,158-30.4% | $2,721-44.8% | $2,631-42.9% |
| Participant deferral / active EE | $2,325 | $3,030-23.3% | $4,175-44.3% | $4,212-44.8% |
| Admin fee / account holder | $851 | $4,863-82.5% | $5,349-84.1% | $7,344-88.4% |