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 | $43,822 | $65,685-33.3% | $57,179-23.4% | $273,961-84.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.25% | 21.99%-12.7pp | 14.59%-5.3pp | 41.45%-32.2pp |
| Employer contribution / active EE | $1,445 | $3,279-55.9% | $2,682-46.1% | $4,869-70.3% |
| Participant deferral / active EE | $2,207 | $3,782-41.6% | $3,096-28.7% | $5,287-58.3% |
| Admin fee / account holder | $643 | $4,835-86.7% | $3,139-79.5% | $10,132-93.7% |