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 | $30,639 | $118,450-74.1% | $98,439-68.9% | $139,434-78.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.37% | 18.94%-3.6pp | 21.16%-5.8pp | 372.94%-357.6pp |
| Employer contribution / active EE | $9,524 | $3,609+163.9% | $3,048+212.5% | $4,751+100.5% |
| Participant deferral / active EE | $3,183 | $5,392-41.0% | $4,738-32.8% | $6,710-52.6% |
| Admin fee / account holder | $912 | $14,026-93.5% | $8,948-89.8% | $11,403-92.0% |