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 | $27,862 | $179,726-84.5% | $156,263-82.2% | $142,382-80.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 107.28% | 77.86%+29.4pp | 59.47%+47.8pp | 217.08%-109.8pp |
| Employer contribution / active EE | $6,166 | $5,069+21.6% | $4,333+42.3% | $4,299+43.4% |
| Participant deferral / active EE | $19,358 | $6,956+178.3% | $6,158+214.3% | $6,507+197.5% |
| Admin fee / account holder | $11,017 | $17,272-36.2% | $14,255-22.7% | $12,624-12.7% |