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 | $17,998 | $85,022-78.8% | $70,515-74.5% | $139,434-87.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 36.57% | 30.38%+6.2pp | 32.77%+3.8pp | 372.94%-336.4pp |
| Employer contribution / active EE | $2,212 | $3,909-43.4% | $2,973-25.6% | $4,751-53.4% |
| Participant deferral / active EE | $9,064 | $5,890+53.9% | $4,567+98.5% | $6,710+35.1% |
| Admin fee / account holder | $842 | $8,906-90.6% | $6,412-86.9% | $11,403-92.6% |