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 | $31,953 | $201,272-84.1% | $184,203-82.7% | $145,922-78.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.13% | 29.00%-13.9pp | 28.81%-13.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,816 | $7,022-45.7% | $6,427-40.6% | $4,660-18.1% |
| Participant deferral / active EE | $5,929 | $9,806-39.5% | $9,131-35.1% | $6,688-11.3% |
| Admin fee / account holder | $11,137 | $16,364-31.9% | $13,901-19.9% | $13,397-16.9% |