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 | $21,196 | $95,416-77.8% | $185,823-88.6% | $85,850-75.3% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 22.11% | 23.59%-1.5pp | 122.05%-99.9pp | 318.53%-296.4pp |
| Employer contribution / active EE | $1,592 | $3,314-52.0% | $5,167-69.2% | $2,565-37.9% |
| Participant deferral / active EE | $2,256 | $3,423-34.1% | $5,568-59.5% | $3,952-42.9% |
| Admin fee / account holder | $681 | $7,213-90.6% | $16,237-95.8% | $6,260-89.1% |