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 | $126,423 | $178,174-29.0% | $156,181-19.1% | $137,256-7.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 14.06% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,262 | $4,972-54.5% | $4,294-47.3% | $4,156-45.6% |
| Participant deferral / active EE | $9,220 | $6,888+33.9% | $6,132+50.3% | $6,407+43.9% |
| Admin fee / account holder | $5,492 | $17,404-68.4% | $14,586-62.3% | $12,270-55.2% |