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 | $19,005 | $76,407-75.1% | $150,298-87.4% | $82,448-76.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.55% | 39.99%-24.4pp | 62.79%-47.2pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,025 | $2,614-60.8% | $4,154-75.3% | $2,551-59.8% |
| Participant deferral / active EE | $5,620 | $3,214+74.8% | $5,453+3.1% | $4,139+35.8% |
| Admin fee / account holder | $2,832 | $6,352-55.4% | $14,116-79.9% | $7,234-60.9% |