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 | $41,978 | $104,974-60.0% | $95,585-56.1% | $142,382-70.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.62% | 210.33%-195.7pp | 38.56%-23.9pp | 217.08%-202.5pp |
| Employer contribution / active EE | $848 | $2,779-69.5% | $2,527-66.4% | $4,299-80.3% |
| Participant deferral / active EE | $3,245 | $4,352-25.4% | $4,023-19.3% | $6,507-50.1% |
| Admin fee / account holder | $938 | $6,386-85.3% | $6,127-84.7% | $12,624-92.6% |