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 | $47,757 | $148,534-67.8% | $135,903-64.9% | $139,434-65.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.65% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,410 | $5,243-35.0% | $4,856-29.8% | $4,751-28.2% |
| Participant deferral / active EE | $16,213 | $8,100+100.2% | $7,758+109.0% | $6,710+141.6% |
| Admin fee / account holder | $3,680 | $12,400-70.3% | $10,762-65.8% | $11,403-67.7% |