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 3-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 | $21,288 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.61% | 65.07%-44.5pp | 58.88%-38.3pp | 217.08%-196.5pp |
| Employer contribution / active EE | $4,953 | $4,810+3.0% | $4,305+15.0% | $4,299+15.2% |
| Participant deferral / active EE | $2,419 | $6,272-61.4% | $5,540-56.3% | $6,507-62.8% |
| Admin fee / account holder | $1,214 | $16,786-92.8% | $14,329-91.5% | $12,624-90.4% |