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 | $69,399 | $110,261-37.1% | $95,745-27.5% | $139,434-50.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.50% | 27.11%-9.6pp | 28.35%-10.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,400 | $3,257-26.3% | $2,835-15.3% | $4,751-49.5% |
| Participant deferral / active EE | $15,000 | $4,676+220.8% | $4,245+253.4% | $6,710+123.5% |
| Admin fee / account holder | $835 | $6,613-87.4% | $5,678-85.3% | $11,403-92.7% |