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 | $9,490 | $100,852-90.6% | $90,404-89.5% | $158,922-94.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.49% | 1724.20%-1708.7pp | 1293.02%-1277.5pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,196 | $3,689-67.6% | $3,262-63.3% | $4,761-74.9% |
| Participant deferral / active EE | $1,853 | $4,348-57.4% | $3,963-53.2% | $5,982-69.0% |
| Admin fee / account holder | $631 | $6,501-90.3% | $5,611-88.8% | $11,246-94.4% |