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 6-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 | $33,476 | $127,777-73.8% | $106,548-68.6% | $167,490-80.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.71% | 33.87%-19.2pp | 26.80%-12.1pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,237 | $3,427-63.9% | $2,819-56.1% | $4,837-74.4% |
| Participant deferral / active EE | $2,810 | $5,087-44.8% | $4,398-36.1% | $6,341-55.7% |
| Admin fee / account holder | $2,515 | $11,228-77.6% | $7,407-66.1% | $12,309-79.6% |