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 6-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 | $50,118 | $177,572-71.8% | $154,803-67.6% | $142,382-64.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.06% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $5,913 | $4,810+22.9% | $4,305+37.3% | $4,299+37.5% |
| Participant deferral / active EE | $5,895 | $6,272-6.0% | $5,540+6.4% | $6,507-9.4% |
| Admin fee / account holder | $376 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |