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 | $26,252 | $77,896-66.3% | $134,172-80.4% | $82,448-68.2% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 12.26% | 18.21%-6.0pp | 25.30%-13.0pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,578 | $2,159-26.9% | $3,420-53.9% | $2,551-38.2% |
| Participant deferral / active EE | $5,019 | $3,162+58.7% | $4,690+7.0% | $4,139+21.3% |
| Admin fee / account holder | $10,166 | $6,336+60.5% | $12,016-15.4% | $7,234+40.5% |