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 | $47,240 | $159,602-70.4% | $150,045-68.5% | $142,382-66.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.12% | 70.24%-35.1pp | 62.55%-27.4pp | 217.08%-182.0pp |
| Employer contribution / active EE | $4,243 | $4,961-14.5% | $4,693-9.6% | $4,299-1.3% |
| Participant deferral / active EE | $10,790 | $8,310+29.8% | $7,997+34.9% | $6,507+65.8% |
| Admin fee / account holder | $1,838 | $14,846-87.6% | $13,435-86.3% | $12,624-85.4% |