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 | $59,360 | $117,859-49.6% | $102,438-42.1% | $145,959-59.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.13% | 31.72%-18.6pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,180 | $3,615-39.7% | $3,024-27.9% | $4,661-53.2% |
| Participant deferral / active EE | $2,245 | $5,732-60.8% | $5,054-55.6% | $6,689-66.4% |
| Admin fee / account holder | $8,358 | $13,318-37.2% | $9,448-11.5% | $13,398-37.6% |