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 | $18,357 | $106,515-82.8% | $96,683-81.0% | $139,434-86.8% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 21.87% | 38.43%-16.6pp | 35.69%-13.8pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,919 | $4,103-53.2% | $3,737-48.7% | $4,751-59.6% |
| Participant deferral / active EE | $4,794 | $5,454-12.1% | $4,878-1.7% | $6,710-28.6% |
| Admin fee / account holder | $1,490 | $7,877-81.1% | $6,730-77.9% | $11,403-86.9% |