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 | $49,535 | $111,814-55.7% | $103,374-52.1% | $145,959-66.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.89%-13.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $1,184 | $4,214-71.9% | $3,869-69.4% | $4,661-74.6% |
| Participant deferral / active EE | $6,975 | $5,618+24.2% | $5,058+37.9% | $6,689+4.3% |
| Admin fee / account holder | $411 | $9,754-95.8% | $8,394-95.1% | $13,398-96.9% |