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 | $29,203 | $154,228-81.1% | $145,433-79.9% | $137,256-78.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.48% | 74.59%-52.1pp | 66.58%-44.1pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,726 | $4,804-43.2% | $4,554-40.1% | $4,156-34.4% |
| Participant deferral / active EE | $5,444 | $8,216-33.7% | $7,897-31.1% | $6,407-15.0% |
| Admin fee / account holder | $1,062 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |