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 | $58,627-33.5% | $76,735-49.2% | $82,448-52.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 21.92% | 39.10%-17.2pp | 29.77%-7.8pp | 41.64%-19.7pp |
| Employer contribution / active EE | $13,343 | $1,729+671.6% | $2,454+443.7% | $2,551+423.1% |
| Participant deferral / active EE | $24,282 | $3,134+674.9% | $4,088+494.0% | $4,139+486.6% |
| Admin fee / account holder | $9,923 | $5,323+86.4% | $7,189+38.0% | $7,234+37.2% |