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 | $69,496 | $81,248-14.5% | $155,509-55.3% | $80,856-14.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.43% | 33.31%-15.9pp | 64.67%-47.2pp | 35.59%-18.2pp |
| Employer contribution / active EE | $1,999 | $3,100-35.5% | $4,672-57.2% | $2,755-27.4% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,626-44.5% | $4,296-27.4% |
| Admin fee / account holder | $846 | $7,997-89.4% | $15,912-94.7% | $6,918-87.8% |