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 | $32,009 | $101,618-68.5% | $93,063-65.6% | $137,256-76.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,274 | $2,707-53.0% | $2,476-48.6% | $4,156-69.4% |
| Participant deferral / active EE | $3,698 | $4,279-13.6% | $3,958-6.6% | $6,407-42.3% |
| Admin fee / account holder | $12,400 | $6,198+100.0% | $6,033+105.5% | $12,270+1.1% |