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 | $29,382 | $106,749-72.5% | $145,433-79.8% | $82,448-64.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.23% | 27.59%-7.4pp | 66.58%-46.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,090 | $3,444-39.3% | $4,554-54.1% | $2,551-18.1% |
| Participant deferral / active EE | $4,159 | $6,519-36.2% | $7,897-47.3% | $4,139+0.5% |
| Admin fee / account holder | $3,346 | $8,390-60.1% | $13,129-74.5% | $7,234-53.7% |