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 | $35,150 | $91,190-61.5% | $178,490-80.3% | $79,858-56.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 14.17% | 24.19%-10.0pp | 151.07%-136.9pp | 31.71%-17.5pp |
| Employer contribution / active EE | $996 | $3,256-69.4% | $5,011-80.1% | $2,471-59.7% |
| Participant deferral / active EE | $1,484 | $3,236-54.1% | $5,202-71.5% | $3,740-60.3% |
| Admin fee / account holder | $1,714 | $6,751-74.6% | $13,984-87.7% | $5,306-67.7% |