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 | $24,930 | $51,175-51.3% | $70,515-64.6% | $75,163-66.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 25.03% | 30.02%-5.0pp | 32.77%-7.7pp | 160.62%-135.6pp |
| Employer contribution / active EE | $4,051 | $1,826+121.8% | $2,973+36.2% | $2,670+51.7% |
| Participant deferral / active EE | $7,652 | $2,849+168.6% | $4,567+67.6% | $4,125+85.5% |
| Admin fee / account holder | $1,111 | $4,091-72.9% | $6,412-82.7% | $5,651-80.3% |