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 10-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 | $31,279 | $107,015-70.8% | $73,545-57.5% | $147,584-78.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 21.68% | 38.25%-16.6pp | -15.16%+36.8pp | 578.55%-556.9pp |
| Employer contribution / active EE | $5,404 | $1,760+207.0% | $1,219+343.3% | $4,876+10.8% |
| Participant deferral / active EE | $2,667 | $2,462+8.3% | $1,806+47.7% | $5,439-51.0% |
| Admin fee / account holder | $492 | $3,055-83.9% | $2,320-78.8% | $10,885-95.5% |