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 | $33,483 | $49,227-32.0% | $70,449-52.5% | $79,858-58.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.17% | 30.06%-21.9pp | 109.03%-100.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $662 | $2,099-68.5% | $2,737-75.8% | $2,471-73.2% |
| Participant deferral / active EE | $946 | $2,768-65.8% | $3,709-74.5% | $3,740-74.7% |
| Admin fee / account holder | $544 | $2,878-81.1% | $3,845-85.8% | $5,306-89.7% |