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 | $44,468 | $127,065-65.0% | $113,168-60.7% | $142,382-68.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.80% | 24.03%-6.2pp | 24.27%-6.5pp | 217.08%-199.3pp |
| Employer contribution / active EE | $1,626 | $3,442-52.8% | $2,975-45.4% | $4,299-62.2% |
| Participant deferral / active EE | $2,435 | $5,716-57.4% | $5,107-52.3% | $6,507-62.6% |
| Admin fee / account holder | $2,025 | $15,736-87.1% | $12,068-83.2% | $12,624-84.0% |