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 6-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 | $23,144 | $179,726-87.1% | $156,263-85.2% | $142,382-83.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.17% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,748 | $5,069-26.1% | $4,333-13.5% | $4,299-12.8% |
| Participant deferral / active EE | $5,038 | $6,956-27.6% | $6,158-18.2% | $6,507-22.6% |
| Admin fee / account holder | $1,373 | $17,272-92.0% | $14,255-90.4% | $12,624-89.1% |