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 | $40,495 | $125,758-67.8% | $169,993-76.2% | $75,163-46.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.50% | 27.20%-10.7pp | 53.37%-36.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,476 | $4,615-46.3% | $6,785-63.5% | $2,670-7.2% |
| Participant deferral / active EE | $4,259 | $6,837-37.7% | $10,408-59.1% | $4,125+3.2% |
| Admin fee / account holder | $600 | $8,173-92.7% | $12,815-95.3% | $5,651-89.4% |