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 | $39,916 | $81,248-50.9% | $155,509-74.3% | $80,856-50.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.85% | 33.31%-19.5pp | 64.67%-50.8pp | 35.59%-21.7pp |
| Employer contribution / active EE | $4,014 | $3,100+29.5% | $4,672-14.1% | $2,755+45.7% |
| Participant deferral / active EE | $3,705 | $3,452+7.3% | $5,626-34.2% | $4,296-13.8% |
| Admin fee / account holder | $2,552 | $7,997-68.1% | $15,912-84.0% | $6,918-63.1% |