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 | $62,687 | $87,166-28.1% | $76,735-18.3% | $137,256-54.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.42% | 26.50%-4.1pp | 29.77%-7.3pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,867 | $2,904-1.3% | $2,454+16.8% | $4,156-31.0% |
| Participant deferral / active EE | $16,430 | $4,726+247.6% | $4,088+301.9% | $6,407+156.4% |
| Admin fee / account holder | $370 | $8,403-95.6% | $7,189-94.9% | $12,270-97.0% |