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 | $43,120 | $111,754-61.4% | $103,333-58.3% | $145,922-70.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.55% | 24.77%-11.2pp | 24.88%-11.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,133 | $4,212+21.8% | $3,868+32.7% | $4,660+10.2% |
| Participant deferral / active EE | $3,881 | $5,619-30.9% | $5,057-23.3% | $6,688-42.0% |
| Admin fee / account holder | $903 | $9,750-90.7% | $8,355-89.2% | $13,397-93.3% |