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 | $41,688 | $100,773-58.6% | $88,946-53.1% | $142,382-70.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.58% | 70.18%-56.6pp | 57.82%-44.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,667 | $2,918-8.6% | $2,555+4.4% | $4,299-38.0% |
| Participant deferral / active EE | $10,225 | $5,230+95.5% | $4,581+123.2% | $6,507+57.1% |
| Admin fee / account holder | $5,399 | $9,693-44.3% | $8,261-34.6% | $12,624-57.2% |