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 | $16,031 | $64,839-75.3% | $95,585-83.2% | $84,808-81.1% |
| Participation rate | 76.5% | 63.8%+12.7pp | 72.1%+4.4pp | 68.3%+8.2pp |
| Annual return | 22.27% | -670.96%+693.2pp | 38.56%-16.3pp | 40.90%-18.6pp |
| Employer contribution / active EE | $1,154 | $1,759-34.4% | $2,527-54.3% | $2,631-56.1% |
| Participant deferral / active EE | $2,046 | $2,965-31.0% | $4,023-49.1% | $4,212-51.4% |
| Admin fee / account holder | $358 | $5,964-94.0% | $6,127-94.2% | $7,344-95.1% |