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 | $55,587 | $114,381-51.4% | $107,525-48.3% | $142,382-61.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.47% | 242.71%-224.2pp | 181.32%-162.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,329 | $4,015-42.0% | $3,754-38.0% | $4,299-45.8% |
| Participant deferral / active EE | $3,964 | $5,564-28.8% | $5,116-22.5% | $6,507-39.1% |
| Admin fee / account holder | $485 | $9,860-95.1% | $8,919-94.6% | $12,624-96.2% |