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 | $97,887 | $214,378-54.3% | $200,582-51.2% | $142,382-31.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.38% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $5,078 | $6,841-25.8% | $6,419-20.9% | $4,299+18.1% |
| Participant deferral / active EE | $6,911 | $9,865-29.9% | $9,331-25.9% | $6,507+6.2% |
| Admin fee / account holder | $1,376 | $17,692-92.2% | $16,305-91.6% | $12,624-89.1% |