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 | $51,817 | $95,266-45.6% | $82,389-37.1% | $142,382-63.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.33% | 25.74%-8.4pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,632 | $2,991-12.0% | $2,517+4.6% | $4,299-38.8% |
| Participant deferral / active EE | $29,210 | $4,809+507.4% | $4,155+603.1% | $6,507+348.9% |
| Admin fee / account holder | $6,912 | $8,563-19.3% | $7,231-4.4% | $12,624-45.2% |