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 | $37,452 | $159,602-76.5% | $150,045-75.0% | $142,382-73.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.93% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $4,942 | $4,961-0.4% | $4,693+5.3% | $4,299+15.0% |
| Participant deferral / active EE | $17,607 | $8,310+111.9% | $7,997+120.2% | $6,507+170.6% |
| Admin fee / account holder | $8,869 | $14,846-40.3% | $13,435-34.0% | $12,624-29.7% |