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 | $46,597 | $111,754-58.3% | $103,333-54.9% | $145,922-68.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 24.77%-13.6pp | 24.88%-13.8pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,301 | $4,212-45.4% | $3,868-40.5% | $4,660-50.6% |
| Participant deferral / active EE | $8,670 | $5,619+54.3% | $5,057+71.4% | $6,688+29.6% |
| Admin fee / account holder | $4,855 | $9,750-50.2% | $8,355-41.9% | $13,397-63.8% |