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 | $20,335 | $177,572-88.5% | $154,803-86.9% | $142,382-85.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.40% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $1,929 | $4,810-59.9% | $4,305-55.2% | $4,299-55.1% |
| Participant deferral / active EE | $6,563 | $6,272+4.6% | $5,540+18.5% | $6,507+0.9% |
| Admin fee / account holder | $16,399 | $16,786-2.3% | $14,329+14.4% | $12,624+29.9% |