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 3-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 | $47,545 | $74,888-36.5% | $71,209-33.2% | $142,382-66.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.32% | 345.14%-325.8pp | 282.51%-263.2pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,986 | $2,854+39.6% | $2,721+46.5% | $4,299-7.3% |
| Participant deferral / active EE | $13,791 | $4,454+209.6% | $4,175+230.3% | $6,507+111.9% |
| Admin fee / account holder | $3,030 | $5,568-45.6% | $5,349-43.4% | $12,624-76.0% |