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 | $102,245-54.2% | $89,340-47.6% | $137,256-65.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.62% | 21.89%-8.3pp | 20.57%-7.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,112 | $2,529+23.1% | $2,231+39.5% | $4,156-25.1% |
| Participant deferral / active EE | $12,178 | $4,436+174.5% | $3,823+218.6% | $6,407+90.1% |
| Admin fee / account holder | $476 | $8,085-94.1% | $6,704-92.9% | $12,270-96.1% |