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 10-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 | $76,753 | $178,174-56.9% | $156,181-50.9% | $137,256-44.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.54% | 84.19%-65.6pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $5,286 | $4,972+6.3% | $4,294+23.1% | $4,156+27.2% |
| Participant deferral / active EE | $5,226 | $6,888-24.1% | $6,132-14.8% | $6,407-18.4% |
| Admin fee / account holder | $314 | $17,404-98.2% | $14,586-97.8% | $12,270-97.4% |