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 | $36,819 | $53,127-30.7% | $86,590-57.5% | $70,131-47.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.62% | 27.66%-13.0pp | 964.84%-950.2pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,320 | $2,068-36.2% | $2,839-53.5% | $2,342-43.7% |
| Participant deferral / active EE | $3,714 | $2,696+37.8% | $3,609+2.9% | $3,332+11.5% |
| Admin fee / account holder | $791 | $3,585-77.9% | $4,906-83.9% | $4,645-83.0% |