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 | $20,758 | $177,572-88.3% | $154,803-86.6% | $142,382-85.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.98% | 65.07%-51.1pp | 58.88%-44.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $3,304 | $4,810-31.3% | $4,305-23.3% | $4,299-23.2% |
| Participant deferral / active EE | $8,002 | $6,272+27.6% | $5,540+44.4% | $6,507+23.0% |
| Admin fee / account holder | $5,246 | $16,786-68.7% | $14,329-63.4% | $12,624-58.4% |