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 | $7,909 | $25,014-68.4% | $69,647-88.6% | $80,856-90.2% |
| Participation rate | 100.0% | 64.2%+35.8pp | 66.5%+33.5pp | 67.6%+32.4pp |
| Annual return | 13.01% | 19.07%-6.1pp | 100.48%-87.5pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,506 | $993+152.4% | $1,712+46.3% | $2,755-9.0% |
| Participant deferral / active EE | $2,311 | $1,839+25.7% | $2,886-19.9% | $4,296-46.2% |
| Admin fee / account holder | $624 | $2,488-74.9% | $4,713-86.8% | $6,918-91.0% |