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 | $125,682 | $159,602-21.3% | $150,045-16.2% | $142,382-11.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.50% | 70.24%-57.7pp | 62.55%-50.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $48,883 | $4,961+885.4% | $4,693+941.6% | $4,299+1037.0% |
| Participant deferral / active EE | $24,562 | $8,310+195.6% | $7,997+207.1% | $6,507+277.5% |
| Admin fee / account holder | $938 | $14,846-93.7% | $13,435-93.0% | $12,624-92.6% |