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 | $51,905 | $154,228-66.3% | $145,433-64.3% | $137,256-62.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.05% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,359 | $4,804-9.3% | $4,554-4.3% | $4,156+4.9% |
| Participant deferral / active EE | $9,360 | $8,216+13.9% | $7,897+18.5% | $6,407+46.1% |
| Admin fee / account holder | $4,309 | $14,344-70.0% | $13,129-67.2% | $12,270-64.9% |