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 3-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 | $31,295 | $148,534-78.9% | $135,903-77.0% | $139,434-77.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.15% | 79.19%-56.0pp | 68.23%-45.1pp | 372.94%-349.8pp |
| Employer contribution / active EE | $3,815 | $5,243-27.2% | $4,856-21.4% | $4,751-19.7% |
| Participant deferral / active EE | $9,683 | $8,100+19.5% | $7,758+24.8% | $6,710+44.3% |
| Admin fee / account holder | $10,475 | $12,400-15.5% | $10,762-2.7% | $11,403-8.1% |