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 | $20,550 | $159,602-87.1% | $150,045-86.3% | $142,382-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.22% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,935 | $4,961-61.0% | $4,693-58.8% | $4,299-55.0% |
| Participant deferral / active EE | $5,400 | $8,310-35.0% | $7,997-32.5% | $6,507-17.0% |
| Admin fee / account holder | $40,629 | $14,846+173.7% | $13,435+202.4% | $12,624+221.8% |