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 6-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 | $16,071 | $48,230-66.7% | $67,502-76.2% | $80,856-80.1% |
| Participation rate | 96.2% | 66.4%+29.8pp | 72.9%+23.3pp | 67.6%+28.5pp |
| Annual return | 14.64% | 18.28%-3.6pp | 3512.12%-3497.5pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,442 | $2,020-28.6% | $2,731-47.2% | $2,755-47.6% |
| Participant deferral / active EE | $2,770 | $2,924-5.3% | $4,000-30.8% | $4,296-35.5% |
| Admin fee / account holder | $817 | $3,681-77.8% | $3,998-79.6% | $6,918-88.2% |