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 | $61,846 | $91,552-32.4% | $133,956-53.8% | $79,858-22.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 17.36% | 61.85%-44.5pp | 45.09%-27.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $697 | $2,384-70.8% | $3,919-82.2% | $2,471-71.8% |
| Participant deferral / active EE | $2,177 | $3,733-41.7% | $5,048-56.9% | $3,740-41.8% |
| Admin fee / account holder | $1,476 | $6,321-76.6% | $8,927-83.5% | $5,306-72.2% |