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 | $46,681 | $117,983-60.4% | $101,794-54.1% | $142,382-67.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.74% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,244 | $2,773-19.1% | $2,289-1.9% | $4,299-47.8% |
| Participant deferral / active EE | $6,433 | $4,714+36.5% | $4,084+57.5% | $6,507-1.1% |
| Admin fee / account holder | $5,040 | $10,433-51.7% | $8,777-42.6% | $12,624-60.1% |