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 | $36,318 | $102,616-64.6% | $81,983-55.7% | $158,922-77.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.47% | 61.04%-48.6pp | 41.31%-28.8pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,452 | $3,240-55.2% | $2,498-41.9% | $4,761-69.5% |
| Participant deferral / active EE | $6,079 | $4,648+30.8% | $3,722+63.3% | $5,982+1.6% |
| Admin fee / account holder | $561 | $8,235-93.2% | $5,664-90.1% | $11,246-95.0% |