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 | $23,795 | $65,561-63.7% | $86,188-72.4% | $75,163-68.3% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 17.45% | 46.05%-28.6pp | 1168.45%-1151.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $1,796 | $1,553+15.7% | $2,380-24.5% | $2,670-32.7% |
| Participant deferral / active EE | $2,966 | $3,024-1.9% | $3,985-25.6% | $4,125-28.1% |
| Admin fee / account holder | $769 | $5,474-86.0% | $6,852-88.8% | $5,651-86.4% |