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 | $26,444 | $60,022-55.9% | $88,946-70.3% | $84,808-68.8% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.86% | 22.43%-2.6pp | 57.82%-38.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $3,421 | $1,703+100.9% | $2,555+33.9% | $2,631+30.0% |
| Participant deferral / active EE | $7,784 | $3,114+150.0% | $4,581+69.9% | $4,212+84.8% |
| Admin fee / account holder | $6,279 | $4,811+30.5% | $8,261-24.0% | $7,344-14.5% |