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 | $37,217 | $117,983-68.5% | $101,794-63.4% | $142,382-73.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.49% | 36.92%-26.4pp | 30.53%-20.0pp | 217.08%-206.6pp |
| Employer contribution / active EE | $962 | $2,773-65.3% | $2,289-58.0% | $4,299-77.6% |
| Participant deferral / active EE | $1,924 | $4,714-59.2% | $4,084-52.9% | $6,507-70.4% |
| Admin fee / account holder | $344 | $10,433-96.7% | $8,777-96.1% | $12,624-97.3% |