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 | $58,800 | $78,520-25.1% | $96,576-39.1% | $82,448-28.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 19.22% | 41.30%-22.1pp | 38.47%-19.3pp | 41.64%-22.4pp |
| Employer contribution / active EE | $16 | $2,630-99.4% | $3,553-99.6% | $2,551-99.4% |
| Participant deferral / active EE | $11,288 | $6,754+67.1% | $7,956+41.9% | $4,139+172.7% |
| Admin fee / account holder | $1,571 | $13,455-88.3% | $11,381-86.2% | $7,234-78.3% |