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 | $22,857 | $165,912-86.2% | $122,332-81.3% | $147,584-84.5% |
| Participation rate | 85.0% | 79.6%+5.4pp | 71.6%+13.4pp | 82.8%+2.2pp |
| Annual return | 8.03% | 34.55%-26.5pp | 30.27%-22.2pp | 578.55%-570.5pp |
| Employer contribution / active EE | $1,250 | $5,754-78.3% | $4,050-69.1% | $4,876-74.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $768 | $7,424-89.7% | $5,478-86.0% | $10,885-92.9% |