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 | $32,713 | $148,534-78.0% | $135,903-75.9% | $139,434-76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.55% | 79.19%-65.6pp | 68.23%-54.7pp | 372.94%-359.4pp |
| Employer contribution / active EE | $3,136 | $5,243-40.2% | $4,856-35.4% | $4,751-34.0% |
| Participant deferral / active EE | $5,424 | $8,100-33.0% | $7,758-30.1% | $6,710-19.2% |
| Admin fee / account holder | $3,085 | $12,400-75.1% | $10,762-71.3% | $11,403-72.9% |