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 7-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 | $48,945 | $110,261-55.6% | $95,745-48.9% | $139,434-64.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.95% | 27.11%-12.2pp | 28.35%-13.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,713 | $3,257-47.4% | $2,835-39.6% | $4,751-63.9% |
| Participant deferral / active EE | $5,782 | $4,676+23.7% | $4,245+36.2% | $6,710-13.8% |
| Admin fee / account holder | $386 | $6,613-94.2% | $5,678-93.2% | $11,403-96.6% |