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 | $21,254 | $159,602-86.7% | $150,045-85.8% | $142,382-85.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.23% | 70.24%-49.0pp | 62.55%-41.3pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,434 | $4,961-50.9% | $4,693-48.1% | $4,299-43.4% |
| Participant deferral / active EE | $8,469 | $8,310+1.9% | $7,997+5.9% | $6,507+30.1% |
| Admin fee / account holder | $4,598 | $14,846-69.0% | $13,435-65.8% | $12,624-63.6% |