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 | $53,716 | $177,572-69.7% | $154,803-65.3% | $142,382-62.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.39% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $13,062 | $4,810+171.5% | $4,305+203.4% | $4,299+203.8% |
| Participant deferral / active EE | $6,411 | $6,272+2.2% | $5,540+15.7% | $6,507-1.5% |
| Admin fee / account holder | $5,644 | $16,786-66.4% | $14,329-60.6% | $12,624-55.3% |