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 6-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 | $19,601 | $85,022-76.9% | $70,515-72.2% | $139,434-85.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.19% | 30.38%-17.2pp | 32.77%-19.6pp | 372.94%-359.7pp |
| Employer contribution / active EE | $3,893 | $3,909-0.4% | $2,973+30.9% | $4,751-18.1% |
| Participant deferral / active EE | $5,539 | $5,890-6.0% | $4,567+21.3% | $6,710-17.5% |
| Admin fee / account holder | $16,253 | $8,906+82.5% | $6,412+153.5% | $11,403+42.5% |