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 | $21,076 | $148,534-85.8% | $135,903-84.5% | $139,434-84.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.06% | 79.19%-51.1pp | 68.23%-40.2pp | 372.94%-344.9pp |
| Employer contribution / active EE | $3,017 | $5,243-42.5% | $4,856-37.9% | $4,751-36.5% |
| Participant deferral / active EE | $6,362 | $8,100-21.5% | $7,758-18.0% | $6,710-5.2% |
| Admin fee / account holder | $338 | $12,400-97.3% | $10,762-96.9% | $11,403-97.0% |