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 | $25,074 | $118,450-78.8% | $98,439-74.5% | $139,434-82.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.49% | 18.94%-2.4pp | 21.16%-4.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $886 | $3,609-75.5% | $3,048-70.9% | $4,751-81.4% |
| Participant deferral / active EE | $6,661 | $5,392+23.5% | $4,738+40.6% | $6,710-0.7% |
| Admin fee / account holder | $3,483 | $14,026-75.2% | $8,948-61.1% | $11,403-69.5% |