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 | $23,727 | $117,381-79.8% | $99,443-76.1% | $152,861-84.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 13.73% | 31.87%-18.1pp | 30.72%-17.0pp | 345.32%-331.6pp |
| Employer contribution / active EE | $1,793 | $3,013-40.5% | $2,540-29.4% | $4,762-62.4% |
| Participant deferral / active EE | $7,283 | $4,086+78.2% | $3,619+101.3% | $5,850+24.5% |
| Admin fee / account holder | $1,838 | $7,631-75.9% | $6,250-70.6% | $11,596-84.2% |