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 | $20,191 | $54,705-63.1% | $71,209-71.6% | $84,808-76.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 15.14% | 35.90%-20.8pp | 282.51%-267.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,610 | $2,158+21.0% | $2,721-4.1% | $2,631-0.8% |
| Participant deferral / active EE | $1,402 | $3,030-53.7% | $4,175-66.4% | $4,212-66.7% |
| Admin fee / account holder | $1,697 | $4,863-65.1% | $5,349-68.3% | $7,344-76.9% |