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 3-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 | $52,982 | $177,572-70.2% | $154,803-65.8% | $142,382-62.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.53% | 65.07%-44.5pp | 58.88%-38.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,168 | $4,810-54.9% | $4,305-49.7% | $4,299-49.6% |
| Participant deferral / active EE | $12,374 | $6,272+97.3% | $5,540+123.3% | $6,507+90.2% |
| Admin fee / account holder | $481 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |