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 | $105,643 | $179,726-41.2% | $156,263-32.4% | $142,382-25.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.70% | 77.86%-50.2pp | 59.47%-31.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $4,737 | $5,069-6.6% | $4,333+9.3% | $4,299+10.2% |
| Participant deferral / active EE | $11,729 | $6,956+68.6% | $6,158+90.5% | $6,507+80.3% |
| Admin fee / account holder | $3,047 | $17,272-82.4% | $14,255-78.6% | $12,624-75.9% |