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 | $32,122 | $124,281-74.2% | $109,143-70.6% | $167,490-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.26% | 26.04%-8.8pp | 25.75%-8.5pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,612 | $4,207-14.1% | $3,722-3.0% | $4,837-25.3% |
| Participant deferral / active EE | $4,525 | $5,255-13.9% | $4,653-2.8% | $6,341-28.6% |
| Admin fee / account holder | $337 | $7,970-95.8% | $6,752-95.0% | $12,309-97.3% |