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 | $24,002 | $81,248-70.5% | $155,509-84.6% | $80,856-70.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.05% | 33.31%-16.3pp | 64.67%-47.6pp | 35.59%-18.5pp |
| Employer contribution / active EE | $2,578 | $3,100-16.9% | $4,672-44.8% | $2,755-6.4% |
| Participant deferral / active EE | $4,538 | $3,452+31.5% | $5,626-19.3% | $4,296+5.6% |
| Admin fee / account holder | $3,340 | $7,997-58.2% | $15,912-79.0% | $6,918-51.7% |