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 | $23,700 | $111,754-78.8% | $103,333-77.1% | $145,922-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.90% | 24.77%-14.9pp | 24.88%-15.0pp | 561.29%-551.4pp |
| Employer contribution / active EE | $2,537 | $4,212-39.8% | $3,868-34.4% | $4,660-45.6% |
| Participant deferral / active EE | $3,859 | $5,619-31.3% | $5,057-23.7% | $6,688-42.3% |
| Admin fee / account holder | $7,131 | $9,750-26.9% | $8,355-14.6% | $13,397-46.8% |