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 | $38,772 | $107,452-63.9% | $91,541-57.6% | $142,382-72.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 12.83% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,322 | $2,994-22.5% | $2,505-7.3% | $4,299-46.0% |
| Participant deferral / active EE | $2,354 | $4,754-50.5% | $4,008-41.3% | $6,507-63.8% |
| Admin fee / account holder | $652 | $8,834-92.6% | $6,956-90.6% | $12,624-94.8% |