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 | $52,434 | $84,233-37.8% | $170,442-69.2% | $70,131-25.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 24.27% | 23.06%+1.2pp | 205.93%-181.7pp | 73.14%-48.9pp |
| Employer contribution / active EE | $1,288 | $3,387-62.0% | $5,433-76.3% | $2,342-45.0% |
| Participant deferral / active EE | $2,648 | $3,086-14.2% | $4,939-46.4% | $3,332-20.5% |
| Admin fee / account holder | $8,003 | $5,698+40.5% | $13,880-42.3% | $4,645+72.3% |