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 | $69,512 | $148,534-53.2% | $135,903-48.9% | $139,434-50.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.23% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,887 | $5,243-44.9% | $4,856-40.5% | $4,751-39.2% |
| Participant deferral / active EE | $15,614 | $8,100+92.8% | $7,758+101.3% | $6,710+132.7% |
| Admin fee / account holder | $5,289 | $12,400-57.3% | $10,762-50.9% | $11,403-53.6% |