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 | $25,746 | $118,849-78.3% | $96,562-73.3% | $167,490-84.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 11.81% | 50.49%-38.7pp | 37.78%-26.0pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,237 | $3,120-28.3% | $2,356-5.1% | $4,837-53.8% |
| Participant deferral / active EE | $4,372 | $4,616-5.3% | $3,849+13.6% | $6,341-31.0% |
| Admin fee / account holder | $1,079 | $8,065-86.6% | $6,181-82.5% | $12,309-91.2% |