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 | $18,911 | $110,261-82.8% | $95,745-80.2% | $139,434-86.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 25.55% | 27.11%-1.6pp | 28.35%-2.8pp | 372.94%-347.4pp |
| Employer contribution / active EE | $2,075 | $3,257-36.3% | $2,835-26.8% | $4,751-56.3% |
| Participant deferral / active EE | $4,197 | $4,676-10.2% | $4,245-1.1% | $6,710-37.4% |
| Admin fee / account holder | $1,070 | $6,613-83.8% | $5,678-81.1% | $11,403-90.6% |