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 | $52,932 | $148,534-64.4% | $135,903-61.1% | $139,434-62.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.11% | 79.19%-60.1pp | 68.23%-49.1pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,814 | $5,243-46.3% | $4,856-42.1% | $4,751-40.8% |
| Participant deferral / active EE | $9,685 | $8,100+19.6% | $7,758+24.8% | $6,710+44.3% |
| Admin fee / account holder | $1,515 | $12,400-87.8% | $10,762-85.9% | $11,403-86.7% |