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 | $43,990 | $77,899-43.5% | $149,673-70.6% | $75,163-41.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 38.03% | 31.72%+6.3pp | 134.42%-96.4pp | 160.62%-122.6pp |
| Employer contribution / active EE | $2,495 | $3,137-20.5% | $4,818-48.2% | $2,670-6.6% |
| Participant deferral / active EE | $10,150 | $3,411+197.6% | $5,680+78.7% | $4,125+146.1% |
| Admin fee / account holder | $665 | $5,956-88.8% | $13,210-95.0% | $5,651-88.2% |