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 | $28,703 | $177,572-83.8% | $154,803-81.5% | $142,382-79.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.03% | 65.07%-47.0pp | 58.88%-40.9pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,218 | $4,810-74.7% | $4,305-71.7% | $4,299-71.7% |
| Participant deferral / active EE | $5,608 | $6,272-10.6% | $5,540+1.2% | $6,507-13.8% |
| Admin fee / account holder | $1,744 | $16,786-89.6% | $14,329-87.8% | $12,624-86.2% |