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 | $55,814 | $154,228-63.8% | $145,433-61.6% | $137,256-59.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.63% | 74.59%-54.0pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $5,515 | $4,804+14.8% | $4,554+21.1% | $4,156+32.7% |
| Participant deferral / active EE | $12,474 | $8,216+51.8% | $7,897+57.9% | $6,407+94.7% |
| Admin fee / account holder | $1,951 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |