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 | $41,719 | $80,968-48.5% | $96,544-56.8% | $75,163-44.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.43% | 27.06%-12.6pp | 25.84%-11.4pp | 160.62%-146.2pp |
| Employer contribution / active EE | $728 | $2,282-68.1% | $2,965-75.5% | $2,670-72.7% |
| Participant deferral / active EE | $2,462 | $3,928-37.3% | $4,851-49.3% | $4,125-40.3% |
| Admin fee / account holder | $1,056 | $6,724-84.3% | $8,252-87.2% | $5,651-81.3% |