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 | $33,188 | $57,016-41.8% | $84,966-60.9% | $80,856-59.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.32% | 21.66%-9.3pp | 66.38%-54.1pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,570 | $1,798+43.0% | $2,727-5.8% | $2,755-6.7% |
| Participant deferral / active EE | $4,120 | $3,110+32.5% | $4,519-8.8% | $4,296-4.1% |
| Admin fee / account holder | $12,136 | $4,980+143.7% | $6,149+97.4% | $6,918+75.4% |