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 | $29,257 | $201,272-85.5% | $184,203-84.1% | $145,922-80.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.79% | 29.00%-16.2pp | 28.81%-16.0pp | 561.29%-548.5pp |
| Employer contribution / active EE | $2,396 | $7,022-65.9% | $6,427-62.7% | $4,660-48.6% |
| Participant deferral / active EE | $5,612 | $9,806-42.8% | $9,131-38.5% | $6,688-16.1% |
| Admin fee / account holder | $9,237 | $16,364-43.6% | $13,901-33.6% | $13,397-31.1% |