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 10-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 | $22,999 | $148,534-84.5% | $135,903-83.1% | $139,434-83.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.01% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $4,892 | $5,243-6.7% | $4,856+0.7% | $4,751+3.0% |
| Participant deferral / active EE | $6,500 | $8,100-19.8% | $7,758-16.2% | $6,710-3.1% |
| Admin fee / account holder | $1,330 | $12,400-89.3% | $10,762-87.6% | $11,403-88.3% |