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 | $31,273 | $70,756-55.8% | $65,493-52.2% | $142,382-78.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.60% | 1754.89%-1731.3pp | 982.45%-958.8pp | 217.08%-193.5pp |
| Employer contribution / active EE | $1,464 | $2,881-49.2% | $2,574-43.1% | $4,299-65.9% |
| Participant deferral / active EE | $5,559 | $4,637+19.9% | $3,961+40.3% | $6,507-14.6% |
| Admin fee / account holder | $1,638 | $6,559-75.0% | $5,028-67.4% | $12,624-87.0% |