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 | $45,408 | $111,754-59.4% | $103,333-56.1% | $145,922-68.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.08% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $1,888 | $4,212-55.2% | $3,868-51.2% | $4,660-59.5% |
| Participant deferral / active EE | $9,834 | $5,619+75.0% | $5,057+94.4% | $6,688+47.0% |
| Admin fee / account holder | $1,666 | $9,750-82.9% | $8,355-80.1% | $13,397-87.6% |