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 3-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 | $47,820 | $97,125-50.8% | $86,233-44.5% | $137,256-65.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 26.09% | 74.19%-48.1pp | 61.39%-35.3pp | 220.34%-194.3pp |
| Employer contribution / active EE | $5,654 | $2,841+99.0% | $2,504+125.7% | $4,156+36.0% |
| Participant deferral / active EE | $14,610 | $5,180+182.1% | $4,559+220.5% | $6,407+128.0% |
| Admin fee / account holder | $2,902 | $9,725-70.2% | $8,342-65.2% | $12,270-76.4% |