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 | $34,232 | $110,261-69.0% | $95,745-64.2% | $139,434-75.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.26% | 27.11%-7.8pp | 28.35%-9.1pp | 372.94%-353.7pp |
| Employer contribution / active EE | $576 | $3,257-82.3% | $2,835-79.7% | $4,751-87.9% |
| Participant deferral / active EE | $14,667 | $4,676+213.7% | $4,245+245.5% | $6,710+118.6% |
| Admin fee / account holder | $476 | $6,613-92.8% | $5,678-91.6% | $11,403-95.8% |