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 | $85,305 | $177,572-52.0% | $154,803-44.9% | $142,382-40.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.60% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,519 | $4,810-6.1% | $4,305+5.0% | $4,299+5.1% |
| Participant deferral / active EE | $10,195 | $6,272+62.6% | $5,540+84.0% | $6,507+56.7% |
| Admin fee / account holder | $516 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |