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 | $40,431 | $104,664-61.4% | $85,682-52.8% | $167,490-75.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.07% | 21.45%-11.4pp | 21.49%-11.4pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,614 | $3,337-51.6% | $2,618-38.3% | $4,837-66.6% |
| Participant deferral / active EE | $5,503 | $4,824+14.1% | $3,923+40.3% | $6,341-13.2% |
| Admin fee / account holder | $823 | $10,032-91.8% | $6,873-88.0% | $12,309-93.3% |