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 | $26,610 | $102,317-74.0% | $146,958-81.9% | $80,856-67.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.33% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,978 | $3,713-19.8% | $4,933-39.6% | $2,755+8.1% |
| Participant deferral / active EE | $3,329 | $6,644-49.9% | $8,070-58.8% | $4,296-22.5% |
| Admin fee / account holder | $3,809 | $7,941-52.0% | $12,998-70.7% | $6,918-44.9% |