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 | $32,032 | $159,602-79.9% | $150,045-78.7% | $142,382-77.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.61% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $1,334 | $4,961-73.1% | $4,693-71.6% | $4,299-69.0% |
| Participant deferral / active EE | $9,092 | $8,310+9.4% | $7,997+13.7% | $6,507+39.7% |
| Admin fee / account holder | $2,112 | $14,846-85.8% | $13,435-84.3% | $12,624-83.3% |