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 | $27,020 | $102,966-73.8% | $90,281-70.1% | $152,861-82.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.06% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,713 | $3,139-45.4% | $2,854-40.0% | $4,762-64.0% |
| Participant deferral / active EE | $2,474 | $4,281-42.2% | $3,885-36.3% | $5,850-57.7% |
| Admin fee / account holder | $433 | $6,171-93.0% | $5,351-91.9% | $11,596-96.3% |