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 | $46,569 | $107,452-56.7% | $91,541-49.1% | $142,382-67.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.62% | 22.06%-4.4pp | 20.50%-2.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,903 | $2,994-3.0% | $2,505+15.9% | $4,299-32.5% |
| Participant deferral / active EE | $7,396 | $4,754+55.6% | $4,008+84.5% | $6,507+13.7% |
| Admin fee / account holder | $362 | $8,834-95.9% | $6,956-94.8% | $12,624-97.1% |