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 | $22,205 | $80,717-72.5% | $154,803-85.7% | $84,808-73.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 20.03% | 37.96%-17.9pp | 58.88%-38.9pp | 40.90%-20.9pp |
| Employer contribution / active EE | $2,150 | $2,761-22.2% | $4,305-50.1% | $2,631-18.3% |
| Participant deferral / active EE | $3,555 | $3,303+7.6% | $5,540-35.8% | $4,212-15.6% |
| Admin fee / account holder | $3,772 | $6,746-44.1% | $14,329-73.7% | $7,344-48.6% |