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 | $89,803 | $135,952-33.9% | $123,892-27.5% | $273,961-67.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.86% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $3,540 | $5,170-31.5% | $4,617-23.3% | $4,869-27.3% |
| Participant deferral / active EE | $9,383 | $6,343+47.9% | $5,984+56.8% | $5,287+77.5% |
| Admin fee / account holder | $367 | $9,817-96.3% | $8,357-95.6% | $10,132-96.4% |