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 | $28,792 | $154,228-81.3% | $145,433-80.2% | $137,256-79.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.89% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $2,112 | $4,804-56.0% | $4,554-53.6% | $4,156-49.2% |
| Participant deferral / active EE | $6,881 | $8,216-16.3% | $7,897-12.9% | $6,407+7.4% |
| Admin fee / account holder | $4,706 | $14,344-67.2% | $13,129-64.2% | $12,270-61.6% |