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 | $9,610 | $64,839-85.2% | $95,585-89.9% | $84,808-88.7% |
| Participation rate | 97.1% | 63.8%+33.3pp | 72.1%+25.1pp | 68.3%+28.8pp |
| Annual return | 19.92% | -670.96%+690.9pp | 38.56%-18.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,433 | $1,759-18.5% | $2,527-43.3% | $2,631-45.5% |
| Participant deferral / active EE | $1,793 | $2,965-39.5% | $4,023-55.4% | $4,212-57.4% |
| Admin fee / account holder | $632 | $5,964-89.4% | $6,127-89.7% | $7,344-91.4% |