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 | $14,026 | $110,809-87.3% | $86,874-83.9% | $167,490-91.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 14.03% | 116.98%-102.9pp | 63.52%-49.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $912 | $3,244-71.9% | $2,495-63.5% | $4,837-81.2% |
| Participant deferral / active EE | $1,417 | $4,546-68.8% | $3,699-61.7% | $6,341-77.7% |
| Admin fee / account holder | $820 | $8,415-90.3% | $5,828-85.9% | $12,309-93.3% |