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 | $22,363 | $110,257-79.7% | $96,544-76.8% | $139,434-84.0% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 20.96% | 26.32%-5.4pp | 25.84%-4.9pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,217 | $3,620-11.1% | $2,965+8.5% | $4,751-32.3% |
| Participant deferral / active EE | $6,002 | $5,548+8.2% | $4,851+23.7% | $6,710-10.6% |
| Admin fee / account holder | $2,775 | $11,591-76.1% | $8,252-66.4% | $11,403-75.7% |