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 | $21,067 | $80,717-73.9% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 28.47% | 37.96%-9.5pp | 58.88%-30.4pp | 40.90%-12.4pp |
| Employer contribution / active EE | $2,417 | $2,761-12.5% | $4,305-43.9% | $2,631-8.1% |
| Participant deferral / active EE | $4,170 | $3,303+26.3% | $5,540-24.7% | $4,212-1.0% |
| Admin fee / account holder | $674 | $6,746-90.0% | $14,329-95.3% | $7,344-90.8% |