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 | $20,237 | $71,829-71.8% | $69,780-71.0% | $142,382-85.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 18.50% | 31.01%-12.5pp | 26.31%-7.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,284 | $4,385-70.7% | $4,168-69.2% | $4,299-70.1% |
| Participant deferral / active EE | $2,860 | $6,819-58.1% | $6,164-53.6% | $6,507-56.1% |
| Admin fee / account holder | $803 | $7,818-89.7% | $7,285-89.0% | $12,624-93.6% |