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 | $28,574 | $95,266-70.0% | $82,389-65.3% | $142,382-79.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.44% | 25.74%-7.3pp | 28.67%-10.2pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,800 | $2,991+93.9% | $2,517+130.4% | $4,299+34.9% |
| Participant deferral / active EE | $9,221 | $4,809+91.7% | $4,155+121.9% | $6,507+41.7% |
| Admin fee / account holder | $2,700 | $8,563-68.5% | $7,231-62.7% | $12,624-78.6% |