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 | $49,934 | $148,534-66.4% | $135,903-63.3% | $139,434-64.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.82% | 79.19%-63.4pp | 68.23%-52.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,198 | $5,243-39.0% | $4,856-34.1% | $4,751-32.7% |
| Participant deferral / active EE | $7,516 | $8,100-7.2% | $7,758-3.1% | $6,710+12.0% |
| Admin fee / account holder | $13,587 | $12,400+9.6% | $10,762+26.2% | $11,403+19.2% |