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 | $39,466 | $179,726-78.0% | $156,263-74.7% | $142,382-72.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.20% | 77.86%-58.7pp | 59.47%-40.3pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,494 | $5,069-50.8% | $4,333-42.5% | $4,299-42.0% |
| Participant deferral / active EE | $5,225 | $6,956-24.9% | $6,158-15.2% | $6,507-19.7% |
| Admin fee / account holder | $610 | $17,272-96.5% | $14,255-95.7% | $12,624-95.2% |