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 | $77,226 | $159,602-51.6% | $150,045-48.5% | $142,382-45.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.34% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,402 | $4,961-51.6% | $4,693-48.8% | $4,299-44.1% |
| Participant deferral / active EE | $4,339 | $8,310-47.8% | $7,997-45.7% | $6,507-33.3% |
| Admin fee / account holder | $2,088 | $14,846-85.9% | $13,435-84.5% | $12,624-83.5% |