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 | $61,793 | $177,572-65.2% | $154,803-60.1% | $142,382-56.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.92% | 65.07%-46.1pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,846 | $4,810-61.6% | $4,305-57.1% | $4,299-57.1% |
| Participant deferral / active EE | $8,831 | $6,272+40.8% | $5,540+59.4% | $6,507+35.7% |
| Admin fee / account holder | $3,338 | $16,786-80.1% | $14,329-76.7% | $12,624-73.6% |