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 | $68,968 | $117,983-41.5% | $101,794-32.2% | $142,382-51.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.34% | 36.92%-14.6pp | 30.53%-8.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,759 | $2,773-36.6% | $2,289-23.2% | $4,299-59.1% |
| Participant deferral / active EE | $6,779 | $4,714+43.8% | $4,084+66.0% | $6,507+4.2% |
| Admin fee / account holder | $3,809 | $10,433-63.5% | $8,777-56.6% | $12,624-69.8% |