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 | $35,958 | $185,822-80.6% | $169,993-78.8% | $139,434-74.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.04% | 60.50%-45.5pp | 53.37%-38.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,102 | $7,590-72.3% | $6,785-69.0% | $4,751-55.8% |
| Participant deferral / active EE | $5,424 | $11,622-53.3% | $10,408-47.9% | $6,710-19.2% |
| Admin fee / account holder | $12,827 | $15,381-16.6% | $12,815+0.1% | $11,403+12.5% |