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 | $37,306 | $111,754-66.6% | $103,333-63.9% | $145,922-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.95% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,911 | $4,212-54.6% | $3,868-50.6% | $4,660-59.0% |
| Participant deferral / active EE | $4,514 | $5,619-19.7% | $5,057-10.7% | $6,688-32.5% |
| Admin fee / account holder | $501 | $9,750-94.9% | $8,355-94.0% | $13,397-96.3% |