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 | $23,951 | $100,970-76.3% | $96,576-75.2% | $137,256-82.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 16.41% | 38.16%-21.8pp | 38.47%-22.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,678 | $3,809-3.4% | $3,553+3.5% | $4,156-11.5% |
| Participant deferral / active EE | $4,155 | $8,286-49.9% | $7,956-47.8% | $6,407-35.1% |
| Admin fee / account holder | $5,605 | $11,312-50.5% | $11,381-50.8% | $12,270-54.3% |