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 | $32,305 | $89,753-64.0% | $107,525-70.0% | $84,808-61.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 20.27% | 29.48%-9.2pp | 181.32%-161.0pp | 40.90%-20.6pp |
| Employer contribution / active EE | $2,919 | $3,113-6.3% | $3,754-22.2% | $2,631+10.9% |
| Participant deferral / active EE | $3,778 | $4,056-6.9% | $5,116-26.1% | $4,212-10.3% |
| Admin fee / account holder | $772 | $7,222-89.3% | $8,919-91.3% | $7,344-89.5% |