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 | $42,333 | $133,922-68.4% | $116,228-63.6% | $142,382-70.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.90% | 147.76%-129.9pp | 90.06%-72.2pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,028 | $3,446-12.1% | $2,994+1.1% | $4,299-29.6% |
| Participant deferral / active EE | $5,375 | $5,672-5.2% | $4,953+8.5% | $6,507-17.4% |
| Admin fee / account holder | $2,511 | $14,945-83.2% | $11,989-79.1% | $12,624-80.1% |