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 5-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 | $62,113 | $117,983-47.4% | $101,794-39.0% | $142,382-56.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.37% | 36.92%-21.5pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,320 | $2,773-16.3% | $2,289+1.3% | $4,299-46.0% |
| Participant deferral / active EE | $4,846 | $4,714+2.8% | $4,084+18.6% | $6,507-25.5% |
| Admin fee / account holder | $5,946 | $10,433-43.0% | $8,777-32.3% | $12,624-52.9% |