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 8-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 | $26,039 | $93,571-72.2% | $135,903-80.8% | $75,163-65.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.46% | 30.90%-11.4pp | 68.23%-48.8pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,569 | $3,537-55.6% | $4,856-67.7% | $2,670-41.2% |
| Participant deferral / active EE | $3,384 | $6,404-47.2% | $7,758-56.4% | $4,125-18.0% |
| Admin fee / account holder | $729 | $6,975-89.6% | $10,762-93.2% | $5,651-87.1% |