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 | $43,294 | $104,974-58.8% | $95,585-54.7% | $142,382-69.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.26% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,325 | $2,779-16.3% | $2,527-8.0% | $4,299-45.9% |
| Participant deferral / active EE | $9,226 | $4,352+112.0% | $4,023+129.4% | $6,507+41.8% |
| Admin fee / account holder | $1,051 | $6,386-83.5% | $6,127-82.8% | $12,624-91.7% |