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 | $22,798 | $90,503-74.8% | $78,689-71.0% | $273,961-91.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.32% | 75.60%-68.3pp | 62.18%-54.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,848 | $3,176-41.8% | $2,851-35.2% | $4,869-62.0% |
| Participant deferral / active EE | $3,943 | $3,901+1.1% | $3,517+12.1% | $5,287-25.4% |
| Admin fee / account holder | $366 | $5,263-93.0% | $4,510-91.9% | $10,132-96.4% |