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 | $16,193 | $95,416-83.0% | $185,823-91.3% | $85,850-81.1% |
| Participation rate | 72.2% | 68.8%+3.5pp | 81.7%-9.5pp | 69.3%+2.9pp |
| Annual return | 17.35% | 23.59%-6.2pp | 122.05%-104.7pp | 318.53%-301.2pp |
| Employer contribution / active EE | $1,457 | $3,314-56.0% | $5,167-71.8% | $2,565-43.2% |
| Participant deferral / active EE | $2,438 | $3,423-28.8% | $5,568-56.2% | $3,952-38.3% |
| Admin fee / account holder | $1,811 | $7,213-74.9% | $16,237-88.8% | $6,260-71.1% |