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 | $57,064 | $100,970-43.5% | $96,576-40.9% | $137,256-58.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.68% | 38.16%-21.5pp | 38.47%-21.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,458 | $3,809-35.5% | $3,553-30.8% | $4,156-40.9% |
| Participant deferral / active EE | $3,072 | $8,286-62.9% | $7,956-61.4% | $6,407-52.0% |
| Admin fee / account holder | $485 | $11,312-95.7% | $11,381-95.7% | $12,270-96.0% |