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 | $74,927-72.4% | $101,794-79.7% | $84,808-75.6% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.2%+22.2pp | 68.3%+23.1pp |
| Annual return | 27.67% | 18.70%+9.0pp | 30.53%-2.9pp | 40.90%-13.2pp |
| Employer contribution / active EE | $5,065 | $1,522+232.8% | $2,289+121.3% | $2,631+92.5% |
| Participant deferral / active EE | $7,017 | $3,099+126.4% | $4,084+71.8% | $4,212+66.6% |
| Admin fee / account holder | $1,373 | $6,514-78.9% | $8,777-84.4% | $7,344-81.3% |