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 | $32,368 | $162,781-80.1% | $133,956-75.8% | $158,922-79.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 24.30% | 41.94%-17.6pp | 45.09%-20.8pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,349 | $4,975-52.8% | $3,919-40.1% | $4,761-50.7% |
| Participant deferral / active EE | $10,050 | $5,911+70.0% | $5,048+99.1% | $5,982+68.0% |
| Admin fee / account holder | $1,445 | $11,736-87.7% | $8,927-83.8% | $11,246-87.2% |