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 | $31,370 | $54,541-42.5% | $78,778-60.2% | $70,131-55.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.89% | 21.07%-3.2pp | 35.62%-17.7pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,302 | $1,089+111.5% | $1,986+15.9% | $2,342-1.7% |
| Participant deferral / active EE | $5,351 | $2,210+142.1% | $2,958+80.9% | $3,332+60.6% |
| Admin fee / account holder | $1,122 | $3,709-69.7% | $5,134-78.1% | $4,645-75.8% |