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 | $76,121 | $159,602-52.3% | $150,045-49.3% | $142,382-46.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.23% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $7,120 | $4,961+43.5% | $4,693+51.7% | $4,299+65.6% |
| Participant deferral / active EE | $8,694 | $8,310+4.6% | $7,997+8.7% | $6,507+33.6% |
| Admin fee / account holder | $457 | $14,846-96.9% | $13,435-96.6% | $12,624-96.4% |