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 | $20,401 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.45% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,962 | $4,961-40.3% | $4,693-36.9% | $4,299-31.1% |
| Participant deferral / active EE | $10,157 | $8,310+22.2% | $7,997+27.0% | $6,507+56.1% |
| Admin fee / account holder | $6,838 | $14,846-53.9% | $13,435-49.1% | $12,624-45.8% |