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 | $21,971 | $148,534-85.2% | $135,903-83.8% | $139,434-84.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.40% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,780 | $5,243-47.0% | $4,856-42.8% | $4,751-41.5% |
| Participant deferral / active EE | $5,560 | $8,100-31.4% | $7,758-28.3% | $6,710-17.1% |
| Admin fee / account holder | $2,373 | $12,400-80.9% | $10,762-78.0% | $11,403-79.2% |