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 | $20,060 | $54,705-63.3% | $71,209-71.8% | $84,808-76.3% |
| Participation rate | 96.0% | 64.1%+31.9pp | 73.8%+22.2pp | 68.3%+27.7pp |
| Annual return | 18.83% | 35.90%-17.1pp | 282.51%-263.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $2,748 | $2,158+27.3% | $2,721+1.0% | $2,631+4.4% |
| Participant deferral / active EE | $4,062 | $3,030+34.0% | $4,175-2.7% | $4,212-3.6% |
| Admin fee / account holder | $574 | $4,863-88.2% | $5,349-89.3% | $7,344-92.2% |