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 6-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 | $16,628 | $159,602-89.6% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.26% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,781 | $4,961-64.1% | $4,693-62.1% | $4,299-58.6% |
| Participant deferral / active EE | $6,234 | $8,310-25.0% | $7,997-22.0% | $6,507-4.2% |
| Admin fee / account holder | $9,407 | $14,846-36.6% | $13,435-30.0% | $12,624-25.5% |