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 6-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 | $56,115 | $111,754-49.8% | $103,333-45.7% | $145,922-61.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 19.58% | 24.77%-5.2pp | 24.88%-5.3pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,292 | $4,212-21.9% | $3,868-14.9% | $4,660-29.4% |
| Participant deferral / active EE | $5,721 | $5,619+1.8% | $5,057+13.1% | $6,688-14.5% |
| Admin fee / account holder | $2,100 | $9,750-78.5% | $8,355-74.9% | $13,397-84.3% |