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 | $154,228-86.8% | $145,433-86.0% | $137,256-85.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.45% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,962 | $4,804-38.3% | $4,554-35.0% | $4,156-28.7% |
| Participant deferral / active EE | $10,157 | $8,216+23.6% | $7,897+28.6% | $6,407+58.5% |
| Admin fee / account holder | $6,855 | $14,344-52.2% | $13,129-47.8% | $12,270-44.1% |