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 | $13,591 | $106,515-87.2% | $96,683-85.9% | $139,434-90.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.42% | 38.43%-18.0pp | 35.69%-15.3pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,957 | $4,103-52.3% | $3,737-47.6% | $4,751-58.8% |
| Participant deferral / active EE | $3,303 | $5,454-39.4% | $4,878-32.3% | $6,710-50.8% |
| Admin fee / account holder | $630 | $7,877-92.0% | $6,730-90.6% | $11,403-94.5% |