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 | $29,958 | $65,409-54.2% | $98,442-69.6% | $85,850-65.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.02% | 21.76%-7.7pp | 1492.73%-1478.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $760 | $2,168-64.9% | $2,960-74.3% | $2,565-70.4% |
| Participant deferral / active EE | $2,037 | $3,166-35.7% | $4,276-52.4% | $3,952-48.4% |
| Admin fee / account holder | $3,840 | $4,593-16.4% | $5,949-35.5% | $6,260-38.7% |