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 | $31,564 | $80,717-60.9% | $154,803-79.6% | $84,808-62.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 22.27% | 37.96%-15.7pp | 58.88%-36.6pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,452 | $2,761+61.2% | $4,305+3.4% | $2,631+69.2% |
| Participant deferral / active EE | $3,538 | $3,303+7.1% | $5,540-36.1% | $4,212-16.0% |
| Admin fee / account holder | $841 | $6,746-87.5% | $14,329-94.1% | $7,344-88.5% |