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 | $27,611 | $109,881-74.9% | $150,045-81.6% | $84,808-67.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 21.90% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.0pp |
| Employer contribution / active EE | $3,208 | $3,561-9.9% | $4,693-31.6% | $2,631+21.9% |
| Participant deferral / active EE | $5,971 | $6,636-10.0% | $7,997-25.3% | $4,212+41.8% |
| Admin fee / account holder | $719 | $8,568-91.6% | $13,435-94.6% | $7,344-90.2% |