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 6-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 | $52,835 | $179,726-70.6% | $156,263-66.2% | $142,382-62.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.36% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $4,821 | $5,069-4.9% | $4,333+11.3% | $4,299+12.1% |
| Participant deferral / active EE | $5,252 | $6,956-24.5% | $6,158-14.7% | $6,507-19.3% |
| Admin fee / account holder | $4,236 | $17,272-75.5% | $14,255-70.3% | $12,624-66.4% |