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 | $46,781 | $107,452-56.5% | $91,541-48.9% | $142,382-67.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.62% | 22.06%-8.4pp | 20.50%-6.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,112 | $2,994+3.9% | $2,505+24.3% | $4,299-27.6% |
| Participant deferral / active EE | $12,178 | $4,754+156.2% | $4,008+203.9% | $6,507+87.1% |
| Admin fee / account holder | $476 | $8,834-94.6% | $6,956-93.2% | $12,624-96.2% |