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 | $47,464 | $117,983-59.8% | $101,794-53.4% | $142,382-66.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.34% | 36.92%-17.6pp | 30.53%-11.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,975 | $2,773+7.3% | $2,289+30.0% | $4,299-30.8% |
| Participant deferral / active EE | $8,500 | $4,714+80.3% | $4,084+108.1% | $6,507+30.6% |
| Admin fee / account holder | $760 | $10,433-92.7% | $8,777-91.3% | $12,624-94.0% |