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 | $143,943 | $217,402-33.8% | $185,823-22.5% | $167,490-14.1% |
| Participation rate | 83.3% | 86.0%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 16.29% | 148.36%-132.1pp | 122.05%-105.8pp | 478.56%-462.3pp |
| Employer contribution / active EE | $8,602 | $5,873+46.5% | $5,167+66.5% | $4,837+77.8% |
| Participant deferral / active EE | $4,336 | $6,356-31.8% | $5,568-22.1% | $6,341-31.6% |
| Admin fee / account holder | $832 | $19,811-95.8% | $16,237-94.9% | $12,309-93.2% |