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 | $48,512 | $209,336-76.8% | $197,124-75.4% | $137,256-64.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.44% | 48.09%-28.7pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,150 | $6,591-52.2% | $6,227-49.4% | $4,156-24.2% |
| Participant deferral / active EE | $5,400 | $9,614-43.8% | $9,135-40.9% | $6,407-15.7% |
| Admin fee / account holder | $308 | $17,308-98.2% | $16,298-98.1% | $12,270-97.5% |