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 | $17,876 | $104,974-83.0% | $95,585-81.3% | $142,382-87.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 12.97% | 210.33%-197.4pp | 38.56%-25.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $525 | $2,779-81.1% | $2,527-79.2% | $4,299-87.8% |
| Participant deferral / active EE | $935 | $4,352-78.5% | $4,023-76.8% | $6,507-85.6% |
| Admin fee / account holder | $34,028 | $6,386+432.8% | $6,127+455.3% | $12,624+169.6% |