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 | $19,645 | $148,534-86.8% | $135,903-85.5% | $139,434-85.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 70.43% | 79.19%-8.8pp | 68.23%+2.2pp | 372.94%-302.5pp |
| Employer contribution / active EE | $1,349 | $5,243-74.3% | $4,856-72.2% | $4,751-71.6% |
| Participant deferral / active EE | $10,691 | $8,100+32.0% | $7,758+37.8% | $6,710+59.3% |
| Admin fee / account holder | $1,620 | $12,400-86.9% | $10,762-84.9% | $11,403-85.8% |