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 | $29,138 | $107,452-72.9% | $91,541-68.2% | $142,382-79.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.88% | 22.06%-7.2pp | 20.50%-5.6pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,360 | $2,994-54.6% | $2,505-45.7% | $4,299-68.4% |
| Participant deferral / active EE | $4,601 | $4,754-3.2% | $4,008+14.8% | $6,507-29.3% |
| Admin fee / account holder | $3,022 | $8,834-65.8% | $6,956-56.6% | $12,624-76.1% |