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 | $19,453 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.61% | 70.24%-39.6pp | 62.55%-31.9pp | 217.08%-186.5pp |
| Employer contribution / active EE | $3,182 | $4,961-35.9% | $4,693-32.2% | $4,299-26.0% |
| Participant deferral / active EE | $10,117 | $8,310+21.7% | $7,997+26.5% | $6,507+55.5% |
| Admin fee / account holder | $2,496 | $14,846-83.2% | $13,435-81.4% | $12,624-80.2% |