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 | $85,250 | $179,726-52.6% | $156,263-45.4% | $142,382-40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.89% | 77.86%-60.0pp | 59.47%-41.6pp | 217.08%-199.2pp |
| Employer contribution / active EE | $7,202 | $5,069+42.1% | $4,333+66.2% | $4,299+67.5% |
| Participant deferral / active EE | $16,088 | $6,956+131.3% | $6,158+161.2% | $6,507+147.2% |
| Admin fee / account holder | $6,185 | $17,272-64.2% | $14,255-56.6% | $12,624-51.0% |