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 | $26,755 | $89,355-70.1% | $141,162-81.0% | $72,985-63.3% |
| Participation rate | 79.5% | 75.1%+4.4pp | 82.5%-2.9pp | 69.5%+10.1pp |
| Annual return | 21.80% | 111.85%-90.0pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,680 | $3,114-46.1% | $4,735-64.5% | $2,440-31.1% |
| Participant deferral / active EE | $3,374 | $5,418-37.7% | $6,709-49.7% | $3,607-6.5% |
| Admin fee / account holder | $2,020 | $5,958-66.1% | $10,261-80.3% | $5,124-60.6% |