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 | $110,212 | $159,602-30.9% | $150,045-26.5% | $142,382-22.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.96% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,608 | $4,961-67.6% | $4,693-65.7% | $4,299-62.6% |
| Participant deferral / active EE | $12,563 | $8,310+51.2% | $7,997+57.1% | $6,507+93.1% |
| Admin fee / account holder | $1,290 | $14,846-91.3% | $13,435-90.4% | $12,624-89.8% |