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 | $28,543 | $106,515-73.2% | $96,683-70.5% | $139,434-79.5% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 24.67% | 38.43%-13.8pp | 35.69%-11.0pp | 372.94%-348.3pp |
| Employer contribution / active EE | $4,034 | $4,103-1.7% | $3,737+7.9% | $4,751-15.1% |
| Participant deferral / active EE | $7,993 | $5,454+46.6% | $4,878+63.9% | $6,710+19.1% |
| Admin fee / account holder | $1,404 | $7,877-82.2% | $6,730-79.1% | $11,403-87.7% |