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 | $86,570 | $159,602-45.8% | $150,045-42.3% | $142,382-39.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.62% | 70.24%-41.6pp | 62.55%-33.9pp | 217.08%-188.5pp |
| Employer contribution / active EE | $3,802 | $4,961-23.4% | $4,693-19.0% | $4,299-11.6% |
| Participant deferral / active EE | $15,920 | $8,310+91.6% | $7,997+99.1% | $6,507+144.6% |
| Admin fee / account holder | $478 | $14,846-96.8% | $13,435-96.4% | $12,624-96.2% |