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 | $100,773-52.5% | $88,946-46.2% | $142,382-66.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 26.09% | 70.18%-44.1pp | 57.82%-31.7pp | 217.08%-191.0pp |
| Employer contribution / active EE | $5,654 | $2,918+93.8% | $2,555+121.3% | $4,299+31.5% |
| Participant deferral / active EE | $14,610 | $5,230+179.3% | $4,581+218.9% | $6,507+124.5% |
| Admin fee / account holder | $2,902 | $9,693-70.1% | $8,261-64.9% | $12,624-77.0% |