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 | $26,887 | $93,571-71.3% | $135,903-80.2% | $75,163-64.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.38% | 30.90%-4.5pp | 68.23%-41.9pp | 160.62%-134.2pp |
| Employer contribution / active EE | $2,891 | $3,537-18.3% | $4,856-40.5% | $2,670+8.3% |
| Participant deferral / active EE | $4,352 | $6,404-32.0% | $7,758-43.9% | $4,125+5.5% |
| Admin fee / account holder | $1,450 | $6,975-79.2% | $10,762-86.5% | $5,651-74.3% |