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 | $50,412 | $177,572-71.6% | $154,803-67.4% | $142,382-64.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.55% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $4,755 | $4,810-1.2% | $4,305+10.4% | $4,299+10.6% |
| Participant deferral / active EE | $7,195 | $6,272+14.7% | $5,540+29.9% | $6,507+10.6% |
| Admin fee / account holder | $2,497 | $16,786-85.1% | $14,329-82.6% | $12,624-80.2% |