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 | $16,777 | $117,983-85.8% | $101,794-83.5% | $142,382-88.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 21.79% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.3pp |
| Employer contribution / active EE | $5,032 | $2,773+81.5% | $2,289+119.8% | $4,299+17.0% |
| Participant deferral / active EE | $6,768 | $4,714+43.6% | $4,084+65.7% | $6,507+4.0% |
| Admin fee / account holder | $5,840 | $10,433-44.0% | $8,777-33.5% | $12,624-53.7% |