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 | $63,048 | $154,228-59.1% | $145,433-56.6% | $137,256-54.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.83% | 74.59%-53.8pp | 66.58%-45.7pp | 220.34%-199.5pp |
| Employer contribution / active EE | $6,519 | $4,804+35.7% | $4,554+43.1% | $4,156+56.8% |
| Participant deferral / active EE | $12,606 | $8,216+53.4% | $7,897+59.6% | $6,407+96.8% |
| Admin fee / account holder | $6,807 | $14,344-52.5% | $13,129-48.2% | $12,270-44.5% |