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 | $55,329 | $109,881-49.6% | $150,045-63.1% | $84,808-34.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.03% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,103 | $3,561-12.9% | $4,693-33.9% | $2,631+17.9% |
| Participant deferral / active EE | $5,007 | $6,636-24.6% | $7,997-37.4% | $4,212+18.9% |
| Admin fee / account holder | $1,740 | $8,568-79.7% | $13,435-87.0% | $7,344-76.3% |