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 7-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 | $40,243 | $91,037-55.8% | $71,671-43.9% | $147,584-72.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 9.60% | 20.48%-10.9pp | 20.65%-11.0pp | 578.55%-568.9pp |
| Employer contribution / active EE | $2,180 | $3,327-34.5% | $2,460-11.4% | $4,876-55.3% |
| Participant deferral / active EE | $5,448 | $4,498+21.1% | $3,438+58.5% | $5,439+0.2% |
| Admin fee / account holder | $350 | $8,613-95.9% | $5,558-93.7% | $10,885-96.8% |