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 | $25,779 | $65,365-60.6% | $92,893-72.2% | $72,985-64.7% |
| Participation rate | 74.2% | 68.3%+5.9pp | 76.0%-1.8pp | 69.5%+4.7pp |
| Annual return | 23.99% | 42.10%-18.1pp | 109.41%-85.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,192 | $2,594-15.5% | $3,653-40.0% | $2,440-10.1% |
| Participant deferral / active EE | $4,549 | $3,128+45.4% | $4,236+7.4% | $3,607+26.1% |
| Admin fee / account holder | $1,008 | $4,251-76.3% | $5,794-82.6% | $5,124-80.3% |