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 | $32,934 | $100,773-67.3% | $88,946-63.0% | $142,382-76.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.96% | 70.18%-51.2pp | 57.82%-38.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,635 | $2,918-44.0% | $2,555-36.0% | $4,299-62.0% |
| Participant deferral / active EE | $3,235 | $5,230-38.2% | $4,581-29.4% | $6,507-50.3% |
| Admin fee / account holder | $3,100 | $9,693-68.0% | $8,261-62.5% | $12,624-75.4% |