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 | $40,172 | $110,257-63.6% | $96,544-58.4% | $139,434-71.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.07% | 26.32%-14.2pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $2,567 | $3,620-29.1% | $2,965-13.4% | $4,751-46.0% |
| Participant deferral / active EE | $3,099 | $5,548-44.1% | $4,851-36.1% | $6,710-53.8% |
| Admin fee / account holder | $83,907 | $11,591+623.9% | $8,252+916.8% | $11,403+635.9% |