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 | $43,038 | $111,535-61.4% | $105,223-59.1% | $137,256-68.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.67% | 237.85%-221.2pp | 180.65%-164.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $8,343 | $3,939+111.8% | $3,689+126.2% | $4,156+100.8% |
| Participant deferral / active EE | $3,487 | $5,500-36.6% | $5,072-31.2% | $6,407-45.6% |
| Admin fee / account holder | $308 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |