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 | $7,080 | $51,638-86.3% | $68,368-89.6% | $82,448-91.4% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 20.16% | 37.53%-17.4pp | 292.57%-272.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,501 | $2,047-26.6% | $2,649-43.3% | $2,551-41.1% |
| Participant deferral / active EE | $2,325 | $2,914-20.2% | $4,123-43.6% | $4,139-43.8% |
| Admin fee / account holder | $851 | $4,643-81.7% | $5,150-83.5% | $7,234-88.2% |