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 | $48,915 | $114,381-57.2% | $107,525-54.5% | $142,382-65.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.49% | 242.71%-222.2pp | 181.32%-160.8pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,473 | $4,015+11.4% | $3,754+19.2% | $4,299+4.0% |
| Participant deferral / active EE | $6,086 | $5,564+9.4% | $5,116+19.0% | $6,507-6.5% |
| Admin fee / account holder | $448 | $9,860-95.5% | $8,919-95.0% | $12,624-96.5% |