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 | $42,284 | $117,983-64.2% | $101,794-58.5% | $142,382-70.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.95% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,932 | $2,773-30.3% | $2,289-15.6% | $4,299-55.1% |
| Participant deferral / active EE | $15,343 | $4,714+225.5% | $4,084+275.7% | $6,507+135.8% |
| Admin fee / account holder | $786 | $10,433-92.5% | $8,777-91.1% | $12,624-93.8% |