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 | $52,643 | $177,572-70.4% | $154,803-66.0% | $142,382-63.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.79% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,026 | $4,810-57.9% | $4,305-53.0% | $4,299-52.9% |
| Participant deferral / active EE | $8,362 | $6,272+33.3% | $5,540+50.9% | $6,507+28.5% |
| Admin fee / account holder | $2,862 | $16,786-83.0% | $14,329-80.0% | $12,624-77.3% |