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 | $37,934 | $99,877-62.0% | $84,966-55.4% | $145,922-74.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 25.04% | 83.76%-58.7pp | 66.38%-41.3pp | 561.29%-536.2pp |
| Employer contribution / active EE | $1,200 | $3,231-62.9% | $2,727-56.0% | $4,660-74.2% |
| Participant deferral / active EE | $7,539 | $5,291+42.5% | $4,519+66.8% | $6,688+12.7% |
| Admin fee / account holder | $333 | $7,248-95.4% | $6,149-94.6% | $13,397-97.5% |