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 | $51,832 | $179,726-71.2% | $156,263-66.8% | $142,382-63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.61% | 77.86%-58.2pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,137 | $5,069-57.8% | $4,333-50.7% | $4,299-50.3% |
| Participant deferral / active EE | $14,800 | $6,956+112.8% | $6,158+140.3% | $6,507+127.4% |
| Admin fee / account holder | $6,978 | $17,272-59.6% | $14,255-51.0% | $12,624-44.7% |