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 | $35,598 | $85,022-58.1% | $70,515-49.5% | $139,434-74.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 15.12% | 30.38%-15.3pp | 32.77%-17.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,018 | $3,909-48.4% | $2,973-32.1% | $4,751-57.5% |
| Participant deferral / active EE | $2,994 | $5,890-49.2% | $4,567-34.4% | $6,710-55.4% |
| Admin fee / account holder | $609 | $8,906-93.2% | $6,412-90.5% | $11,403-94.7% |