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 | $19,948 | $97,125-79.5% | $86,233-76.9% | $137,256-85.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 23.02% | 74.19%-51.2pp | 61.39%-38.4pp | 220.34%-197.3pp |
| Employer contribution / active EE | $5,538 | $2,841+94.9% | $2,504+121.1% | $4,156+33.2% |
| Participant deferral / active EE | $4,187 | $5,180-19.2% | $4,559-8.2% | $6,407-34.6% |
| Admin fee / account holder | $1,278 | $9,725-86.9% | $8,342-84.7% | $12,270-89.6% |