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 | $19,669 | $29,319-32.9% | $52,425-62.5% | $82,448-76.1% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 18.51% | 535.20%-516.7pp | 302.12%-283.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $1,261 | $586+115.0% | $914+37.9% | $2,551-50.6% |
| Participant deferral / active EE | $2,437 | $1,171+108.1% | $1,790+36.1% | $4,139-41.1% |
| Admin fee / account holder | $431 | $1,962-78.0% | $2,495-82.7% | $7,234-94.0% |