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 | $72,968 | $79,944-8.7% | $98,439-25.9% | $75,163-2.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 21.37% | 19.75%+1.6pp | 21.16%+0.2pp | 160.62%-139.2pp |
| Employer contribution / active EE | $1,826 | $2,264-19.3% | $3,048-40.1% | $2,670-31.6% |
| Participant deferral / active EE | $5,627 | $3,752+50.0% | $4,738+18.8% | $4,125+36.4% |
| Admin fee / account holder | $1,274 | $6,840-81.4% | $8,948-85.8% | $5,651-77.5% |