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 8-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 | $47,123 | $111,754-57.8% | $103,333-54.4% | $145,922-67.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.83% | 24.77%-11.9pp | 24.88%-12.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,012 | $4,212-52.2% | $3,868-48.0% | $4,660-56.8% |
| Participant deferral / active EE | $4,050 | $5,619-27.9% | $5,057-19.9% | $6,688-39.4% |
| Admin fee / account holder | $680 | $9,750-93.0% | $8,355-91.9% | $13,397-94.9% |