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 3-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 | $5,586 | $97,125-94.2% | $86,233-93.5% | $137,256-95.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.50% | 74.19%-56.7pp | 61.39%-43.9pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,480 | $2,841+22.5% | $2,504+39.0% | $4,156-16.3% |
| Participant deferral / active EE | $4,640 | $5,180-10.4% | $4,559+1.8% | $6,407-27.6% |
| Admin fee / account holder | $20,065 | $9,725+106.3% | $8,342+140.5% | $12,270+63.5% |