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 | $30,234 | $117,841-74.3% | $102,423-70.5% | $145,922-79.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.59% | 31.65%-19.1pp | 29.32%-16.7pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,800 | $3,615-22.5% | $3,023-7.4% | $4,660-39.9% |
| Participant deferral / active EE | $4,263 | $5,731-25.6% | $5,053-15.6% | $6,688-36.3% |
| Admin fee / account holder | $3,465 | $13,326-74.0% | $9,451-63.3% | $13,397-74.1% |