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 | $42,402 | $106,515-60.2% | $96,683-56.1% | $139,434-69.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.22% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,109 | $4,103-48.6% | $3,737-43.6% | $4,751-55.6% |
| Participant deferral / active EE | $9,969 | $5,454+82.8% | $4,878+104.4% | $6,710+48.6% |
| Admin fee / account holder | $3,986 | $7,877-49.4% | $6,730-40.8% | $11,403-65.0% |