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 | $43,936 | $102,616-57.2% | $81,983-46.4% | $158,922-72.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 18.55% | 61.04%-42.5pp | 41.31%-22.8pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,622 | $3,240-50.0% | $2,498-35.1% | $4,761-65.9% |
| Participant deferral / active EE | $5,972 | $4,648+28.5% | $3,722+60.5% | $5,982-0.2% |
| Admin fee / account holder | $330 | $8,235-96.0% | $5,664-94.2% | $11,246-97.1% |