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 | $48,637 | $140,940-65.5% | $112,229-56.7% | $139,434-65.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.45% | 32.71%-18.3pp | 30.20%-15.8pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,627 | $4,283-62.0% | $3,430-52.6% | $4,751-65.7% |
| Participant deferral / active EE | $1,732 | $5,874-70.5% | $4,798-63.9% | $6,710-74.2% |
| Admin fee / account holder | $10,042 | $9,954+0.9% | $7,748+29.6% | $11,403-11.9% |