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 | $49,162 | $117,983-58.3% | $101,794-51.7% | $142,382-65.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.28% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $1,978 | $2,773-28.7% | $2,289-13.6% | $4,299-54.0% |
| Participant deferral / active EE | $2,831 | $4,714-39.9% | $4,084-30.7% | $6,507-56.5% |
| Admin fee / account holder | $19,255 | $10,433+84.6% | $8,777+119.4% | $12,624+52.5% |