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 | $31,887 | $93,571-65.9% | $135,903-76.5% | $75,163-57.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 22.13% | 30.90%-8.8pp | 68.23%-46.1pp | 160.62%-138.5pp |
| Employer contribution / active EE | $3,477 | $3,537-1.7% | $4,856-28.4% | $2,670+30.2% |
| Participant deferral / active EE | $6,965 | $6,404+8.8% | $7,758-10.2% | $4,125+68.8% |
| Admin fee / account holder | $6,570 | $6,975-5.8% | $10,762-39.0% | $5,651+16.3% |