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 | $45,109 | $117,983-61.8% | $101,794-55.7% | $142,382-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.35% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $6,667 | $2,773+140.5% | $2,289+191.3% | $4,299+55.1% |
| Participant deferral / active EE | $8,566 | $4,714+81.7% | $4,084+109.8% | $6,507+31.6% |
| Admin fee / account holder | $379 | $10,433-96.4% | $8,777-95.7% | $12,624-97.0% |