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 | $15,790 | $110,261-85.7% | $95,745-83.5% | $139,434-88.7% |
| Participation rate | 81.3% | 75.8%+5.5pp | 72.3%+9.0pp | 80.3%+0.9pp |
| Annual return | 19.80% | 27.11%-7.3pp | 28.35%-8.6pp | 372.94%-353.1pp |
| Employer contribution / active EE | $4,001 | $3,257+22.8% | $2,835+41.2% | $4,751-15.8% |
| Participant deferral / active EE | $4,949 | $4,676+5.8% | $4,245+16.6% | $6,710-26.2% |
| Admin fee / account holder | $787 | $6,613-88.1% | $5,678-86.1% | $11,403-93.1% |