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 6-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 | $26,145 | $80,717-67.6% | $154,803-83.1% | $84,808-69.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 23.49% | 37.96%-14.5pp | 58.88%-35.4pp | 40.90%-17.4pp |
| Employer contribution / active EE | $1,576 | $2,761-42.9% | $4,305-63.4% | $2,631-40.1% |
| Participant deferral / active EE | $5,872 | $3,303+77.8% | $5,540+6.0% | $4,212+39.4% |
| Admin fee / account holder | $1,317 | $6,746-80.5% | $14,329-90.8% | $7,344-82.1% |