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 | $46,295 | $106,515-56.5% | $96,683-52.1% | $139,434-66.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 28.57% | 38.43%-9.9pp | 35.69%-7.1pp | 372.94%-344.4pp |
| Employer contribution / active EE | $19,342 | $4,103+371.4% | $3,737+417.6% | $4,751+307.1% |
| Participant deferral / active EE | $4,962 | $5,454-9.0% | $4,878+1.7% | $6,710-26.1% |
| Admin fee / account holder | $691 | $7,877-91.2% | $6,730-89.7% | $11,403-93.9% |