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 | $40,886 | $133,922-69.5% | $116,228-64.8% | $142,382-71.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.27% | 147.76%-128.5pp | 90.06%-70.8pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,304 | $3,446-33.1% | $2,994-23.1% | $4,299-46.4% |
| Participant deferral / active EE | $7,379 | $5,672+30.1% | $4,953+49.0% | $6,507+13.4% |
| Admin fee / account holder | $2,303 | $14,945-84.6% | $11,989-80.8% | $12,624-81.8% |