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 | $38,299 | $111,754-65.7% | $103,333-62.9% | $145,922-73.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 24.77%-15.0pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,096 | $4,212-26.5% | $3,868-20.0% | $4,660-33.6% |
| Participant deferral / active EE | $3,612 | $5,619-35.7% | $5,057-28.6% | $6,688-46.0% |
| Admin fee / account holder | $421 | $9,750-95.7% | $8,355-95.0% | $13,397-96.9% |