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 | $33,776 | $102,616-67.1% | $81,983-58.8% | $158,922-78.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 12.33% | 61.04%-48.7pp | 41.31%-29.0pp | 302.83%-290.5pp |
| Employer contribution / active EE | $949 | $3,240-70.7% | $2,498-62.0% | $4,761-80.1% |
| Participant deferral / active EE | $2,125 | $4,648-54.3% | $3,722-42.9% | $5,982-64.5% |
| Admin fee / account holder | $9,169 | $8,235+11.3% | $5,664+61.9% | $11,246-18.5% |