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 | $79,419 | $177,572-55.3% | $154,803-48.7% | $142,382-44.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.94% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,683 | $4,810-2.6% | $4,305+8.8% | $4,299+8.9% |
| Participant deferral / active EE | $7,058 | $6,272+12.5% | $5,540+27.4% | $6,507+8.5% |
| Admin fee / account holder | $980 | $16,786-94.2% | $14,329-93.2% | $12,624-92.2% |