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 | $22,911 | $77,899-70.6% | $149,673-84.7% | $75,163-69.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 21.27% | 31.72%-10.4pp | 134.42%-113.1pp | 160.62%-139.3pp |
| Employer contribution / active EE | $1,618 | $3,137-48.4% | $4,818-66.4% | $2,670-39.4% |
| Participant deferral / active EE | $2,691 | $3,411-21.1% | $5,680-52.6% | $4,125-34.8% |
| Admin fee / account holder | $1,253 | $5,956-79.0% | $13,210-90.5% | $5,651-77.8% |