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 | $52,088 | $114,381-54.5% | $107,525-51.6% | $142,382-63.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.07% | 242.71%-220.6pp | 181.32%-159.2pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,344 | $4,015-41.6% | $3,754-37.6% | $4,299-45.5% |
| Participant deferral / active EE | $9,826 | $5,564+76.6% | $5,116+92.1% | $6,507+51.0% |
| Admin fee / account holder | $414 | $9,860-95.8% | $8,919-95.4% | $12,624-96.7% |