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 | $32,720 | $67,606-51.6% | $82,313-60.2% | $70,131-53.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.01% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $850 | $1,755-51.6% | $2,428-65.0% | $2,342-63.7% |
| Participant deferral / active EE | $2,075 | $2,987-30.5% | $3,706-44.0% | $3,332-37.7% |
| Admin fee / account holder | $504 | $4,512-88.8% | $5,608-91.0% | $4,645-89.1% |