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 | $51,916 | $117,983-56.0% | $101,794-49.0% | $142,382-63.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.20% | 36.92%-16.7pp | 30.53%-10.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $3,183 | $2,773+14.8% | $2,289+39.1% | $4,299-26.0% |
| Participant deferral / active EE | $9,609 | $4,714+103.9% | $4,084+135.3% | $6,507+47.7% |
| Admin fee / account holder | $3,220 | $10,433-69.1% | $8,777-63.3% | $12,624-74.5% |