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 | $36,131 | $127,065-71.6% | $113,168-68.1% | $142,382-74.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.24% | 24.03%-11.8pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $2,562 | $3,442-25.6% | $2,975-13.9% | $4,299-40.4% |
| Participant deferral / active EE | $2,335 | $5,716-59.2% | $5,107-54.3% | $6,507-64.1% |
| Admin fee / account holder | $1,024 | $15,736-93.5% | $12,068-91.5% | $12,624-91.9% |