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 | $39,330 | $45,152-12.9% | $73,843-46.7% | $59,632-34.0% |
| Participation rate | 96.0% | 64.0%+32.0pp | 73.4%+22.6pp | 68.7%+27.3pp |
| Annual return | 1.31% | 27.40%-26.1pp | 2267.84%-2266.5pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $7,905 | $2,574+207.1% | $3,583+120.6% | $3,192+147.7% |
| Admin fee / account holder | $1,133 | $3,516-67.8% | $4,880-76.8% | $4,297-73.6% |