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 5-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 | $9,248 | $51,638-82.1% | $68,368-86.5% | $82,448-88.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.39% | 37.53%-17.1pp | 292.57%-272.2pp | 41.64%-21.2pp |
| Employer contribution / active EE | $1,939 | $2,047-5.3% | $2,649-26.8% | $2,551-24.0% |
| Participant deferral / active EE | $2,248 | $2,914-22.8% | $4,123-45.5% | $4,139-45.7% |
| Admin fee / account holder | $870 | $4,643-81.3% | $5,150-83.1% | $7,234-88.0% |