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 | $19,791 | $117,983-83.2% | $101,794-80.6% | $142,382-86.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.50% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,333 | $2,773-51.9% | $2,289-41.7% | $4,299-69.0% |
| Participant deferral / active EE | $3,438 | $4,714-27.1% | $4,084-15.8% | $6,507-47.2% |
| Admin fee / account holder | $1,561 | $10,433-85.0% | $8,777-82.2% | $12,624-87.6% |