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 | $40,386 | $107,452-62.4% | $91,541-55.9% | $142,382-71.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 24.19% | 22.06%+2.1pp | 20.50%+3.7pp | 217.08%-192.9pp |
| Employer contribution / active EE | $270 | $2,994-91.0% | $2,505-89.2% | $4,299-93.7% |
| Participant deferral / active EE | $8,623 | $4,754+81.4% | $4,008+115.1% | $6,507+32.5% |
| Admin fee / account holder | $24,955 | $8,834+182.5% | $6,956+258.7% | $12,624+97.7% |