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 | $19,316 | $148,534-87.0% | $135,903-85.8% | $139,434-86.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.60% | 79.19%-64.6pp | 68.23%-53.6pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,686 | $5,243-48.8% | $4,856-44.7% | $4,751-43.5% |
| Participant deferral / active EE | $7,215 | $8,100-10.9% | $7,758-7.0% | $6,710+7.5% |
| Admin fee / account holder | $4,368 | $12,400-64.8% | $10,762-59.4% | $11,403-61.7% |