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 | $7,212 | $68,097-89.4% | $62,929-88.5% | $137,256-94.7% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 18.63% | 1859.11%-1840.5pp | 1063.93%-1045.3pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,804 | $2,811-35.8% | $2,505-28.0% | $4,156-56.6% |
| Participant deferral / active EE | $1,794 | $4,553-60.6% | $3,888-53.9% | $6,407-72.0% |
| Admin fee / account holder | $749 | $6,521-88.5% | $5,065-85.2% | $12,270-93.9% |