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 | $54,621 | $117,983-53.7% | $101,794-46.3% | $142,382-61.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.27% | 36.92%-25.6pp | 30.53%-19.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $4,454 | $2,773+60.6% | $2,289+94.6% | $4,299+3.6% |
| Participant deferral / active EE | $3,488 | $4,714-26.0% | $4,084-14.6% | $6,507-46.4% |
| Admin fee / account holder | $1,758 | $10,433-83.2% | $8,777-80.0% | $12,624-86.1% |