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 | $47,815 | $118,450-59.6% | $98,439-51.4% | $139,434-65.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.50% | 18.94%-5.4pp | 21.16%-7.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $4,527 | $3,609+25.4% | $3,048+48.5% | $4,751-4.7% |
| Participant deferral / active EE | $10,434 | $5,392+93.5% | $4,738+120.2% | $6,710+55.5% |
| Admin fee / account holder | $2,484 | $14,026-82.3% | $8,948-72.2% | $11,403-78.2% |