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 | $43,381 | $97,125-55.3% | $86,233-49.7% | $137,256-68.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.88% | 74.19%-55.3pp | 61.39%-42.5pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,113 | $2,841+9.6% | $2,504+24.3% | $4,156-25.1% |
| Participant deferral / active EE | $12,315 | $5,180+137.8% | $4,559+170.1% | $6,407+92.2% |
| Admin fee / account holder | $396 | $9,725-95.9% | $8,342-95.2% | $12,270-96.8% |