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 | $40,621 | $108,919-62.7% | $100,391-59.5% | $145,922-72.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 16.11% | 57.88%-41.8pp | 49.20%-33.1pp | 561.29%-545.2pp |
| Employer contribution / active EE | $1,598 | $4,419-63.8% | $3,942-59.5% | $4,660-65.7% |
| Participant deferral / active EE | $6,927 | $8,445-18.0% | $8,082-14.3% | $6,688+3.6% |
| Admin fee / account holder | $7,062 | $9,689-27.1% | $7,899-10.6% | $13,397-47.3% |