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 | $39,061 | $152,587-74.4% | $125,175-68.8% | $152,861-74.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 12.81% | 54.84%-42.0pp | 43.79%-31.0pp | 345.32%-332.5pp |
| Employer contribution / active EE | $1,508 | $4,946-69.5% | $3,865-61.0% | $4,762-68.3% |
| Participant deferral / active EE | $8,797 | $5,868+49.9% | $4,937+78.2% | $5,850+50.4% |
| Admin fee / account holder | $2,286 | $13,434-83.0% | $9,702-76.4% | $11,596-80.3% |