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 | $21,431 | $80,717-73.4% | $154,803-86.2% | $84,808-74.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.34% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,293 | $2,761-16.9% | $4,305-46.7% | $2,631-12.8% |
| Participant deferral / active EE | $2,685 | $3,303-18.7% | $5,540-51.5% | $4,212-36.2% |
| Admin fee / account holder | $3,310 | $6,746-50.9% | $14,329-76.9% | $7,344-54.9% |