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 | $21,727 | $76,000-71.4% | $154,107-85.9% | $64,186-66.1% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.8pp | 69.6%+18.3pp |
| Annual return | 4.04% | 30.32%-26.3pp | 735.12%-731.1pp | 7.63%-3.6pp |
| Employer contribution / active EE | $2,966 | $3,351-11.5% | $5,298-44.0% | $2,381+24.6% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,007 | $5,596-64.1% | $13,411-85.0% | $4,888-58.9% |