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 | $13,319 | $172,111-92.3% | $150,298-91.1% | $137,256-90.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 25.76% | 69.37%-43.6pp | 62.79%-37.0pp | 220.34%-194.6pp |
| Employer contribution / active EE | $3,080 | $4,636-33.6% | $4,154-25.9% | $4,156-25.9% |
| Participant deferral / active EE | $4,223 | $6,166-31.5% | $5,453-22.6% | $6,407-34.1% |
| Admin fee / account holder | $1,320 | $16,471-92.0% | $14,116-90.7% | $12,270-89.2% |