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 | $43,042 | $106,749-59.7% | $145,433-70.4% | $82,448-47.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.16% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $4,280 | $3,444+24.3% | $4,554-6.0% | $2,551+67.8% |
| Participant deferral / active EE | $7,676 | $6,519+17.8% | $7,897-2.8% | $4,139+85.4% |
| Admin fee / account holder | $855 | $8,390-89.8% | $13,129-93.5% | $7,234-88.2% |