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 | $39,079 | $89,753-56.5% | $107,525-63.7% | $84,808-53.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 16.01% | 29.48%-13.5pp | 181.32%-165.3pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,442 | $3,113-21.6% | $3,754-34.9% | $2,631-7.2% |
| Participant deferral / active EE | $5,419 | $4,056+33.6% | $5,116+5.9% | $4,212+28.7% |
| Admin fee / account holder | $17,018 | $7,222+135.6% | $8,919+90.8% | $7,344+131.7% |