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 8-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 | $41,191 | $104,664-60.6% | $85,682-51.9% | $167,490-75.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 19.34% | 21.45%-2.1pp | 21.49%-2.2pp | 478.56%-459.2pp |
| Employer contribution / active EE | $2,154 | $3,337-35.5% | $2,618-17.7% | $4,837-55.5% |
| Participant deferral / active EE | $7,453 | $4,824+54.5% | $3,923+90.0% | $6,341+17.5% |
| Admin fee / account holder | $803 | $10,032-92.0% | $6,873-88.3% | $12,309-93.5% |