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 | $81,233-14.4% | $155,567-55.3% | $80,874-14.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 17.43% | 33.33%-15.9pp | 64.74%-47.3pp | 35.62%-18.2pp |
| Employer contribution / active EE | $1,999 | $3,101-35.5% | $4,674-57.2% | $2,756-27.5% |
| Participant deferral / active EE | $3,121 | $3,452-9.6% | $5,628-44.5% | $4,297-27.4% |
| Admin fee / account holder | $846 | $7,998-89.4% | $15,916-94.7% | $6,935-87.8% |