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 | $43,879 | $77,899-43.7% | $149,673-70.7% | $75,163-41.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 19.05% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,019 | $3,137-35.6% | $4,818-58.1% | $2,670-24.4% |
| Participant deferral / active EE | $5,259 | $3,411+54.2% | $5,680-7.4% | $4,125+27.5% |
| Admin fee / account holder | $2,287 | $5,956-61.6% | $13,210-82.7% | $5,651-59.5% |