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 7-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 | $40,872 | $118,849-65.6% | $96,562-57.7% | $167,490-75.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.19% | 50.49%-41.3pp | 37.78%-28.6pp | 478.56%-469.4pp |
| Employer contribution / active EE | $1,621 | $3,120-48.0% | $2,356-31.2% | $4,837-66.5% |
| Participant deferral / active EE | $9,328 | $4,616+102.1% | $3,849+142.3% | $6,341+47.1% |
| Admin fee / account holder | $2,308 | $8,065-71.4% | $6,181-62.7% | $12,309-81.2% |