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 | $22,607 | $53,127-57.4% | $86,590-73.9% | $70,131-67.8% |
| Participation rate | 93.7% | 65.3%+28.3pp | 73.5%+20.1pp | 69.5%+24.1pp |
| Annual return | 12.96% | 27.66%-14.7pp | 964.84%-951.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,140 | $2,068-44.9% | $2,839-59.9% | $2,342-51.3% |
| Participant deferral / active EE | $1,885 | $2,696-30.1% | $3,609-47.8% | $3,332-43.4% |
| Admin fee / account holder | $5,181 | $3,585+44.5% | $4,906+5.6% | $4,645+11.5% |