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 8-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 | $35,150 | $99,918-64.8% | $81,382-56.8% | $145,922-75.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.71% | 34.32%-22.6pp | 24.73%-13.0pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,825 | $2,978-38.7% | $2,463-25.9% | $4,660-60.8% |
| Participant deferral / active EE | $2,987 | $4,605-35.1% | $3,883-23.1% | $6,688-55.3% |
| Admin fee / account holder | $2,634 | $8,212-67.9% | $5,768-54.3% | $13,397-80.3% |