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 4-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 | $36,164 | $100,773-64.1% | $88,946-59.3% | $142,382-74.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.14% | 70.18%-56.0pp | 57.82%-43.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,688 | $2,918-42.2% | $2,555-34.0% | $4,299-60.7% |
| Participant deferral / active EE | $2,352 | $5,230-55.0% | $4,581-48.7% | $6,507-63.9% |
| Admin fee / account holder | $9,376 | $9,693-3.3% | $8,261+13.5% | $12,624-25.7% |