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 | $20,094 | $108,919-81.6% | $100,391-80.0% | $145,922-86.2% |
| Participation rate | 86.4% | 82.9%+3.4pp | 81.5%+4.9pp | 80.3%+6.1pp |
| Annual return | 13.30% | 57.88%-44.6pp | 49.20%-35.9pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,968 | $8,445-17.5% | $8,082-13.8% | $6,688+4.2% |
| Admin fee / account holder | $6,890 | $9,689-28.9% | $7,899-12.8% | $13,397-48.6% |