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 | $104,974-69.5% | $95,585-66.5% | $142,382-77.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.07% | 210.33%-196.3pp | 38.56%-24.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,274 | $2,779-54.2% | $2,527-49.6% | $4,299-70.4% |
| Participant deferral / active EE | $3,698 | $4,352-15.0% | $4,023-8.1% | $6,507-43.2% |
| Admin fee / account holder | $12,400 | $6,386+94.2% | $6,127+102.4% | $12,624-1.8% |