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 | $11,368 | $74,888-84.8% | $71,209-84.0% | $142,382-92.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.59% | 345.14%-326.5pp | 282.51%-263.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,627 | $2,854-43.0% | $2,721-40.2% | $4,299-62.2% |
| Participant deferral / active EE | $2,127 | $4,454-52.3% | $4,175-49.1% | $6,507-67.3% |
| Admin fee / account holder | $3,443 | $5,568-38.2% | $5,349-35.6% | $12,624-72.7% |