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 8-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 | $9,496 | $49,922-81.0% | $80,569-88.2% | $75,163-87.4% |
| Participation rate | 100.0% | 55.3%+44.7pp | 67.0%+33.0pp | 67.2%+32.8pp |
| Annual return | 25.68% | 34.69%-9.0pp | 935.43%-909.7pp | 160.62%-134.9pp |
| Employer contribution / active EE | $1,030 | $1,698-39.3% | $2,723-62.2% | $2,670-61.4% |
| Participant deferral / active EE | $2,210 | $2,990-26.1% | $4,447-50.3% | $4,125-46.4% |
| Admin fee / account holder | $1,761 | $3,577-50.8% | $5,377-67.2% | $5,651-68.8% |