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 7-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 | $38,426 | $124,425-69.1% | $112,040-65.7% | $137,256-72.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.56% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,452 | $3,411-57.4% | $2,954-50.9% | $4,156-65.1% |
| Participant deferral / active EE | $2,091 | $5,718-63.4% | $5,098-59.0% | $6,407-67.4% |
| Admin fee / account holder | $2,711 | $15,207-82.2% | $12,098-77.6% | $12,270-77.9% |