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 | $76,019 | $149,734-49.2% | $118,925-36.1% | $158,922-52.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 11.01% | 19.95%-8.9pp | 35.88%-24.9pp | 302.83%-291.8pp |
| Employer contribution / active EE | $2,933 | $4,115-28.7% | $3,263-10.1% | $4,761-38.4% |
| Participant deferral / active EE | $10,436 | $5,223+99.8% | $4,265+144.7% | $5,982+74.5% |
| Admin fee / account holder | $6,843 | $8,603-20.5% | $6,581+4.0% | $11,246-39.1% |