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 | $22,286 | $53,822-58.6% | $75,696-70.6% | $85,850-74.0% |
| Participation rate | 90.4% | 69.1%+21.3pp | 74.8%+15.5pp | 69.3%+21.1pp |
| Annual return | 27.98% | 24.54%+3.4pp | 104.53%-76.5pp | 318.53%-290.6pp |
| Employer contribution / active EE | $2,016 | $2,017-0.1% | $2,743-26.5% | $2,565-21.4% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $803 | $3,343-76.0% | $3,619-77.8% | $6,260-87.2% |