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 8-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 | $47,173 | $97,044-51.4% | $83,333-43.4% | $135,375-65.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 5.95% | 12.31%-6.4pp | 10.63%-4.7pp | 519.73%-513.8pp |
| Employer contribution / active EE | $2,551 | $4,143-38.4% | $3,379-24.5% | $4,779-46.6% |
| Participant deferral / active EE | $4,168 | $5,964-30.1% | $5,565-25.1% | $5,609-25.7% |
| Admin fee / account holder | $20,773 | $8,380+147.9% | $7,510+176.6% | $10,827+91.9% |