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 | $89,642 | $176,812-49.3% | $146,665-38.9% | $167,490-46.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.33% | 24.03%-10.7pp | 22.74%-9.4pp | 478.56%-465.2pp |
| Employer contribution / active EE | $2,813 | $5,160-45.5% | $4,136-32.0% | $4,837-41.9% |
| Participant deferral / active EE | $7,623 | $6,440+18.4% | $5,506+38.5% | $6,341+20.2% |
| Admin fee / account holder | $5,560 | $13,259-58.1% | $10,280-45.9% | $12,309-54.8% |