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 6-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 | $30,718 | $100,773-69.5% | $88,946-65.5% | $142,382-78.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 15.39% | 70.18%-54.8pp | 57.82%-42.4pp | 217.08%-201.7pp |
| Employer contribution / active EE | $1,595 | $2,918-45.3% | $2,555-37.6% | $4,299-62.9% |
| Participant deferral / active EE | $4,643 | $5,230-11.2% | $4,581+1.3% | $6,507-28.7% |
| Admin fee / account holder | $11,647 | $9,693+20.2% | $8,261+41.0% | $12,624-7.7% |