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 | $53,807 | $97,125-44.6% | $86,233-37.6% | $137,256-60.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.33% | 74.19%-59.9pp | 61.39%-47.1pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,636 | $2,841-42.4% | $2,504-34.7% | $4,156-60.6% |
| Participant deferral / active EE | $2,319 | $5,180-55.2% | $4,559-49.1% | $6,407-63.8% |
| Admin fee / account holder | $874 | $9,725-91.0% | $8,342-89.5% | $12,270-92.9% |