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 | $56,398 | $117,983-52.2% | $101,794-44.6% | $142,382-60.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.71% | 36.92%-23.2pp | 30.53%-16.8pp | 217.08%-203.4pp |
| Employer contribution / active EE | $5,907 | $2,773+113.0% | $2,289+158.1% | $4,299+37.4% |
| Participant deferral / active EE | $9,181 | $4,714+94.8% | $4,084+124.8% | $6,507+41.1% |
| Admin fee / account holder | $722 | $10,433-93.1% | $8,777-91.8% | $12,624-94.3% |