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 3-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 | $47,314 | $59,101-19.9% | $77,163-38.7% | $75,163-37.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.24% | 26.71%-9.5pp | 37.87%-20.6pp | 160.62%-143.4pp |
| Employer contribution / active EE | $4,239 | $1,995+112.5% | $2,535+67.2% | $2,670+58.8% |
| Participant deferral / active EE | $3,677 | $2,999+22.6% | $3,833-4.1% | $4,125-10.9% |
| Admin fee / account holder | $806 | $4,774-83.1% | $5,472-85.3% | $5,651-85.7% |