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 | $47,608 | $117,841-59.6% | $102,423-53.5% | $145,922-67.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.07% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,756 | $3,615+3.9% | $3,023+24.2% | $4,660-19.4% |
| Participant deferral / active EE | $3,215 | $5,731-43.9% | $5,053-36.4% | $6,688-51.9% |
| Admin fee / account holder | $1,591 | $13,326-88.1% | $9,451-83.2% | $13,397-88.1% |