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 | $19,181 | $102,966-81.4% | $90,281-78.8% | $152,861-87.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.4%+12.6pp |
| Annual return | 22.76% | 95.16%-72.4pp | 78.10%-55.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,246 | $3,139-28.4% | $2,854-21.3% | $4,762-52.8% |
| Participant deferral / active EE | $5,304 | $4,281+23.9% | $3,885+36.5% | $5,850-9.3% |
| Admin fee / account holder | $4,521 | $6,171-26.7% | $5,351-15.5% | $11,596-61.0% |