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 | $26,844 | $111,754-76.0% | $103,333-74.0% | $145,922-81.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.09% | 24.77%-9.7pp | 24.88%-9.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $4,284 | $4,212+1.7% | $3,868+10.8% | $4,660-8.1% |
| Participant deferral / active EE | $5,361 | $5,619-4.6% | $5,057+6.0% | $6,688-19.8% |
| Admin fee / account holder | $1,785 | $9,750-81.7% | $8,355-78.6% | $13,397-86.7% |