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 | $30,080 | $159,602-81.2% | $150,045-80.0% | $142,382-78.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.24% | 70.24%-51.0pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,660 | $4,961-26.2% | $4,693-22.0% | $4,299-14.9% |
| Participant deferral / active EE | $6,070 | $8,310-27.0% | $7,997-24.1% | $6,507-6.7% |
| Admin fee / account holder | $4,023 | $14,846-72.9% | $13,435-70.1% | $12,624-68.1% |