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 | $13,234 | $96,484-86.3% | $75,886-82.6% | $152,861-91.3% |
| Participation rate | 95.7% | 76.2%+19.5pp | 69.3%+26.4pp | 82.4%+13.2pp |
| Annual return | 24.72% | 33.98%-9.3pp | 30.76%-6.0pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,372 | $3,309-28.3% | $2,500-5.1% | $4,762-50.2% |
| Participant deferral / active EE | $3,491 | $4,553-23.3% | $3,603-3.1% | $5,850-40.3% |
| Admin fee / account holder | $729 | $8,078-91.0% | $5,418-86.5% | $11,596-93.7% |