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 | $39,001 | $60,892-36.0% | $82,389-52.7% | $84,808-54.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 21.92% | 37.29%-15.4pp | 28.67%-6.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $13,343 | $1,779+649.9% | $2,517+430.1% | $2,631+407.1% |
| Participant deferral / active EE | $24,282 | $3,179+663.9% | $4,155+484.5% | $4,212+476.5% |
| Admin fee / account holder | $9,923 | $5,467+81.5% | $7,231+37.2% | $7,344+35.1% |