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 | $51,982 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,994 | $4,810-58.6% | $4,305-53.7% | $4,299-53.6% |
| Participant deferral / active EE | $8,728 | $6,272+39.2% | $5,540+57.5% | $6,507+34.1% |
| Admin fee / account holder | $422 | $16,786-97.5% | $14,329-97.1% | $12,624-96.7% |