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 | $68,862 | $111,754-38.4% | $103,333-33.4% | $145,922-52.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.12% | 24.77%-15.6pp | 24.88%-15.8pp | 561.29%-552.2pp |
| Employer contribution / active EE | $2,828 | $4,212-32.9% | $3,868-26.9% | $4,660-39.3% |
| Participant deferral / active EE | $10,080 | $5,619+79.4% | $5,057+99.3% | $6,688+50.7% |
| Admin fee / account holder | $7,023 | $9,750-28.0% | $8,355-15.9% | $13,397-47.6% |