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 | $32,100 | $106,515-69.9% | $96,683-66.8% | $139,434-77.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.58% | 38.43%-22.8pp | 35.69%-20.1pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,981 | $4,103-27.3% | $3,737-20.2% | $4,751-37.3% |
| Participant deferral / active EE | $5,789 | $5,454+6.1% | $4,878+18.7% | $6,710-13.7% |
| Admin fee / account holder | $1,187 | $7,877-84.9% | $6,730-82.4% | $11,403-89.6% |