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 | $35,287 | $159,602-77.9% | $150,045-76.5% | $142,382-75.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.51% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,702 | $4,961-45.5% | $4,693-42.4% | $4,299-37.1% |
| Participant deferral / active EE | $4,542 | $8,310-45.3% | $7,997-43.2% | $6,507-30.2% |
| Admin fee / account holder | $3,890 | $14,846-73.8% | $13,435-71.0% | $12,624-69.2% |