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 | $27,589 | $72,400-61.9% | $67,502-59.1% | $145,922-81.1% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 12.68% | 7182.46%-7169.8pp | 3512.12%-3499.4pp | 561.29%-548.6pp |
| Employer contribution / active EE | $5,904 | $3,069+92.3% | $2,731+116.2% | $4,660+26.7% |
| Participant deferral / active EE | $970 | $4,783-79.7% | $4,000-75.8% | $6,688-85.5% |
| Admin fee / account holder | $5,113 | $5,539-7.7% | $3,998+27.9% | $13,397-61.8% |