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 7-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 | $17,562 | $102,604-82.9% | $86,188-79.6% | $139,434-87.4% |
| Participation rate | 70.8% | 74.5%-3.7pp | 69.0%+1.9pp | 80.3%-9.5pp |
| Annual return | 10.07% | 1922.51%-1912.4pp | 1168.45%-1158.4pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,176 | $3,032-61.2% | $2,380-50.6% | $4,751-75.2% |
| Participant deferral / active EE | $3,363 | $4,676-28.1% | $3,985-15.6% | $6,710-49.9% |
| Admin fee / account holder | $12,892 | $8,657+48.9% | $6,852+88.2% | $11,403+13.1% |