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 | $33,111 | $127,065-73.9% | $113,168-70.7% | $142,382-76.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.22% | 24.03%-6.8pp | 24.27%-7.0pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,611 | $3,442+4.9% | $2,975+21.4% | $4,299-16.0% |
| Participant deferral / active EE | $7,636 | $5,716+33.6% | $5,107+49.5% | $6,507+17.4% |
| Admin fee / account holder | $326 | $15,736-97.9% | $12,068-97.3% | $12,624-97.4% |