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 | $41,119 | $148,534-72.3% | $135,903-69.7% | $139,434-70.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.51% | 79.19%-57.7pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,828 | $5,243-27.0% | $4,856-21.2% | $4,751-19.4% |
| Participant deferral / active EE | $10,506 | $8,100+29.7% | $7,758+35.4% | $6,710+56.6% |
| Admin fee / account holder | $4,363 | $12,400-64.8% | $10,762-59.5% | $11,403-61.7% |