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 | $27,754 | $80,717-65.6% | $154,803-82.1% | $84,808-67.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.54% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,228 | $2,761-55.5% | $4,305-71.5% | $2,631-53.3% |
| Participant deferral / active EE | $3,825 | $3,303+15.8% | $5,540-31.0% | $4,212-9.2% |
| Admin fee / account holder | $4,749 | $6,746-29.6% | $14,329-66.9% | $7,344-35.3% |