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 | $11,880 | $95,561-87.6% | $77,163-84.6% | $139,434-91.5% |
| Participation rate | 95.8% | 73.9%+21.9pp | 69.6%+26.3pp | 80.3%+15.5pp |
| Annual return | 18.13% | 54.92%-36.8pp | 37.87%-19.7pp | 372.94%-354.8pp |
| Employer contribution / active EE | $908 | $3,147-71.1% | $2,535-64.2% | $4,751-80.9% |
| Participant deferral / active EE | $1,689 | $4,624-63.5% | $3,833-56.0% | $6,710-74.8% |
| Admin fee / account holder | $1,841 | $8,295-77.8% | $5,472-66.4% | $11,403-83.9% |