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 | $23,319 | $154,228-84.9% | $145,433-84.0% | $137,256-83.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.76% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $961 | $4,804-80.0% | $4,554-78.9% | $4,156-76.9% |
| Participant deferral / active EE | $5,179 | $8,216-37.0% | $7,897-34.4% | $6,407-19.2% |
| Admin fee / account holder | $5,926 | $14,344-58.7% | $13,129-54.9% | $12,270-51.7% |