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 | $83,294 | $172,478-51.7% | $145,661-42.8% | $142,382-41.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 21.22% | 151.09%-129.9pp | 101.46%-80.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $5,794 | $4,899+18.3% | $4,238+36.7% | $4,299+34.8% |
| Participant deferral / active EE | $21,794 | $8,348+161.1% | $7,198+202.8% | $6,507+234.9% |
| Admin fee / account holder | $1,077 | $16,864-93.6% | $12,466-91.4% | $12,624-91.5% |