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 | $43,779 | $77,899-43.8% | $149,673-70.8% | $75,163-41.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 33.13% | 31.72%+1.4pp | 134.42%-101.3pp | 160.62%-127.5pp |
| Employer contribution / active EE | $4,121 | $3,137+31.3% | $4,818-14.5% | $2,670+54.4% |
| Participant deferral / active EE | $13,054 | $3,411+282.7% | $5,680+129.8% | $4,125+216.4% |
| Admin fee / account holder | $498 | $5,956-91.6% | $13,210-96.2% | $5,651-91.2% |