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 | $35,145 | $117,983-70.2% | $101,794-65.5% | $142,382-75.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.25% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,732 | $2,773-37.5% | $2,289-24.3% | $4,299-59.7% |
| Participant deferral / active EE | $4,252 | $4,714-9.8% | $4,084+4.1% | $6,507-34.7% |
| Admin fee / account holder | $1,121 | $10,433-89.3% | $8,777-87.2% | $12,624-91.1% |