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 | $68,735 | $177,572-61.3% | $154,803-55.6% | $142,382-51.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.69% | 65.07%-46.4pp | 58.88%-40.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $7,294 | $4,810+51.6% | $4,305+69.4% | $4,299+69.7% |
| Participant deferral / active EE | $5,804 | $6,272-7.5% | $5,540+4.8% | $6,507-10.8% |
| Admin fee / account holder | $2,623 | $16,786-84.4% | $14,329-81.7% | $12,624-79.2% |