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 | $115,608 | $159,602-27.6% | $150,045-23.0% | $142,382-18.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.43% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $13,918 | $4,961+180.6% | $4,693+196.6% | $4,299+223.7% |
| Participant deferral / active EE | $5,885 | $8,310-29.2% | $7,997-26.4% | $6,507-9.6% |
| Admin fee / account holder | $1,953 | $14,846-86.8% | $13,435-85.5% | $12,624-84.5% |