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 | $96,141 | $59,101+62.7% | $77,163+24.6% | $75,163+27.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.18% | 26.71%-7.5pp | 37.87%-18.7pp | 160.62%-141.4pp |
| Employer contribution / active EE | $1,866 | $1,995-6.5% | $2,535-26.4% | $2,670-30.1% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,287 | $4,774-73.1% | $5,472-76.5% | $5,651-77.2% |