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 6-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 | $54,271 | $104,974-48.3% | $95,585-43.2% | $142,382-61.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.83% | 210.33%-192.5pp | 38.56%-20.7pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,937 | $2,779+41.7% | $2,527+55.8% | $4,299-8.4% |
| Participant deferral / active EE | $5,722 | $4,352+31.5% | $4,023+42.3% | $6,507-12.1% |
| Admin fee / account holder | $372 | $6,386-94.2% | $6,127-93.9% | $12,624-97.1% |