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 | $37,120 | $84,233-55.9% | $170,442-78.2% | $70,131-47.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 26.09% | 23.06%+3.0pp | 205.93%-179.8pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,215 | $3,387-64.1% | $5,433-77.6% | $2,342-48.1% |
| Participant deferral / active EE | $4,073 | $3,086+32.0% | $4,939-17.5% | $3,332+22.3% |
| Admin fee / account holder | $646 | $5,698-88.7% | $13,880-95.3% | $4,645-86.1% |