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 | $74,888-68.0% | $71,209-66.4% | $142,382-83.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 38.77% | 345.14%-306.4pp | 282.51%-243.7pp | 217.08%-178.3pp |
| Employer contribution / active EE | $1,274 | $2,854-55.4% | $2,721-53.2% | $4,299-70.4% |
| Participant deferral / active EE | $1,480 | $4,454-66.8% | $4,175-64.6% | $6,507-77.3% |
| Admin fee / account holder | $2,364 | $5,568-57.5% | $5,349-55.8% | $12,624-81.3% |