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 | $20,707 | $73,787-71.9% | $98,716-79.0% | $82,448-74.9% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.3%+22.1pp | 68.1%+23.3pp |
| Annual return | 27.67% | 18.57%+9.1pp | 31.81%-4.1pp | 41.64%-14.0pp |
| Employer contribution / active EE | $5,065 | $1,511+235.1% | $2,279+122.3% | $2,551+98.5% |
| Participant deferral / active EE | $7,017 | $3,081+127.7% | $4,048+73.4% | $4,139+69.5% |
| Admin fee / account holder | $1,373 | $6,500-78.9% | $8,703-84.2% | $7,234-81.0% |