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 | $26,942 | $106,584-74.7% | $101,326-73.4% | $142,382-81.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.88% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,802 | $3,956+46.7% | $3,665+58.3% | $4,299+34.9% |
| Participant deferral / active EE | $5,802 | $8,297-30.1% | $7,994-27.4% | $6,507-10.8% |
| Admin fee / account holder | $5,710 | $11,446-50.1% | $11,185-49.0% | $12,624-54.8% |