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 | $39,651 | $100,773-60.7% | $88,946-55.4% | $142,382-72.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.13% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $7,302 | $2,918+150.3% | $2,555+185.8% | $4,299+69.8% |
| Participant deferral / active EE | $14,279 | $5,230+173.0% | $4,581+211.7% | $6,507+119.4% |
| Admin fee / account holder | $4,447 | $9,693-54.1% | $8,261-46.2% | $12,624-64.8% |