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 | $47,620 | $100,773-52.7% | $88,946-46.5% | $142,382-66.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 16.55% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,632 | $2,918-44.1% | $2,555-36.1% | $4,299-62.0% |
| Participant deferral / active EE | $6,714 | $5,230+28.4% | $4,581+46.6% | $6,507+3.2% |
| Admin fee / account holder | $606 | $9,693-93.7% | $8,261-92.7% | $12,624-95.2% |