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 | $23,932 | $72,071-66.8% | $68,368-65.0% | $137,256-82.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 38.77% | 353.14%-314.4pp | 292.57%-253.8pp | 220.34%-181.6pp |
| Employer contribution / active EE | $1,274 | $2,788-54.3% | $2,649-51.9% | $4,156-69.3% |
| Participant deferral / active EE | $1,480 | $4,410-66.4% | $4,123-64.1% | $6,407-76.9% |
| Admin fee / account holder | $2,364 | $5,336-55.7% | $5,150-54.1% | $12,270-80.7% |