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 | $55,516 | $81,248-31.7% | $155,509-64.3% | $80,856-31.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.54% | 33.31%-18.8pp | 64.67%-50.1pp | 35.59%-21.1pp |
| Employer contribution / active EE | $1,552 | $3,100-49.9% | $4,672-66.8% | $2,755-43.7% |
| Participant deferral / active EE | $5,272 | $3,452+52.7% | $5,626-6.3% | $4,296+22.7% |
| Admin fee / account holder | $774 | $7,997-90.3% | $15,912-95.1% | $6,918-88.8% |