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 | $22,848 | $81,248-71.9% | $155,509-85.3% | $80,856-71.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.47% | 33.31%-18.8pp | 64.67%-50.2pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,799 | $3,100+22.5% | $4,672-18.7% | $2,755+37.9% |
| Participant deferral / active EE | $3,115 | $3,452-9.8% | $5,626-44.6% | $4,296-27.5% |
| Admin fee / account holder | $1,145 | $7,997-85.7% | $15,912-92.8% | $6,918-83.5% |