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 | $43,946 | $111,754-60.7% | $103,333-57.5% | $145,922-69.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.66% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $18,548 | $4,212+340.3% | $3,868+379.5% | $4,660+298.1% |
| Participant deferral / active EE | $2,546 | $5,619-54.7% | $5,057-49.7% | $6,688-61.9% |
| Admin fee / account holder | $462 | $9,750-95.3% | $8,355-94.5% | $13,397-96.5% |