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 | $31,091 | $185,822-83.3% | $169,993-81.7% | $139,434-77.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.97% | 60.50%-38.5pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,506 | $7,590-80.2% | $6,785-77.8% | $4,751-68.3% |
| Participant deferral / active EE | $3,302 | $11,622-71.6% | $10,408-68.3% | $6,710-50.8% |
| Admin fee / account holder | $1,706 | $15,381-88.9% | $12,815-86.7% | $11,403-85.0% |