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 | $48,407 | $106,515-54.6% | $96,683-49.9% | $139,434-65.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.93% | 38.43%-20.5pp | 35.69%-17.8pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,040 | $4,103-50.3% | $3,737-45.4% | $4,751-57.1% |
| Participant deferral / active EE | $7,251 | $5,454+33.0% | $4,878+48.6% | $6,710+8.1% |
| Admin fee / account holder | $3,092 | $7,877-60.8% | $6,730-54.1% | $11,403-72.9% |