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 | $35,230 | $85,022-58.6% | $70,515-50.0% | $139,434-74.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 25.13% | 30.38%-5.3pp | 32.77%-7.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $2,418 | $3,909-38.2% | $2,973-18.7% | $4,751-49.1% |
| Participant deferral / active EE | $11,133 | $5,890+89.0% | $4,567+143.8% | $6,710+65.9% |
| Admin fee / account holder | $578 | $8,906-93.5% | $6,412-91.0% | $11,403-94.9% |