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 | $99,267 | $159,602-37.8% | $150,045-33.8% | $142,382-30.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.63% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,145 | $4,961+3.7% | $4,693+9.6% | $4,299+19.7% |
| Participant deferral / active EE | $13,676 | $8,310+64.6% | $7,997+71.0% | $6,507+110.2% |
| Admin fee / account holder | $309 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |