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 | $33,300 | $209,336-84.1% | $197,124-83.1% | $137,256-75.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 68.04% | 48.09%+20.0pp | 44.34%+23.7pp | 220.34%-152.3pp |
| Employer contribution / active EE | $3,331 | $6,591-49.5% | $6,227-46.5% | $4,156-19.8% |
| Participant deferral / active EE | $7,459 | $9,614-22.4% | $9,135-18.3% | $6,407+16.4% |
| Admin fee / account holder | $4,215 | $17,308-75.6% | $16,298-74.1% | $12,270-65.7% |