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 | $47,843 | $227,553-79.0% | $189,557-74.8% | $167,490-71.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.38% | 78.40%-61.0pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $1,313 | $5,316-75.3% | $4,412-70.2% | $4,837-72.9% |
| Participant deferral / active EE | $2,703 | $7,002-61.4% | $6,174-56.2% | $6,341-57.4% |
| Admin fee / account holder | $2,237 | $11,878-81.2% | $9,807-77.2% | $12,309-81.8% |