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 | $113,519 | $154,228-26.4% | $145,433-21.9% | $137,256-17.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.04% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $4,489 | $4,804-6.6% | $4,554-1.4% | $4,156+8.0% |
| Participant deferral / active EE | $14,430 | $8,216+75.6% | $7,897+82.7% | $6,407+125.2% |
| Admin fee / account holder | $866 | $14,344-94.0% | $13,129-93.4% | $12,270-92.9% |