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 | $20,890 | $47,479-56.0% | $62,929-66.8% | $82,448-74.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.64% | 20.34%-5.7pp | 1063.93%-1049.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,389 | $1,885+185.9% | $2,505+115.2% | $2,551+111.3% |
| Participant deferral / active EE | $1,911 | $2,870-33.4% | $3,888-50.9% | $4,139-53.8% |
| Admin fee / account holder | $1,420 | $3,804-62.7% | $5,065-72.0% | $7,234-80.4% |