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 8-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 | $57,429 | $124,281-53.8% | $109,143-47.4% | $167,490-65.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.85% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,591 | $4,207-38.4% | $3,722-30.4% | $4,837-46.4% |
| Participant deferral / active EE | $6,414 | $5,255+22.1% | $4,653+37.8% | $6,341+1.1% |
| Admin fee / account holder | $703 | $7,970-91.2% | $6,752-89.6% | $12,309-94.3% |