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 | $29,171 | $117,841-75.2% | $102,423-71.5% | $145,922-80.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 13.15% | 31.65%-18.5pp | 29.32%-16.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,893 | $3,615-47.6% | $3,023-37.4% | $4,660-59.4% |
| Participant deferral / active EE | $3,779 | $5,731-34.1% | $5,053-25.2% | $6,688-43.5% |
| Admin fee / account holder | $1,819 | $13,326-86.3% | $9,451-80.7% | $13,397-86.4% |