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 7-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 | $28,854 | $111,754-74.2% | $103,333-72.1% | $145,922-80.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.15% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,406 | $4,212-19.2% | $3,868-12.0% | $4,660-26.9% |
| Participant deferral / active EE | $7,198 | $5,619+28.1% | $5,057+42.3% | $6,688+7.6% |
| Admin fee / account holder | $1,901 | $9,750-80.5% | $8,355-77.2% | $13,397-85.8% |