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 | $49,580 | $159,602-68.9% | $150,045-67.0% | $142,382-65.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.93% | 70.24%-54.3pp | 62.55%-46.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $6,243 | $4,961+25.9% | $4,693+33.0% | $4,299+45.2% |
| Participant deferral / active EE | $12,461 | $8,310+49.9% | $7,997+55.8% | $6,507+91.5% |
| Admin fee / account holder | $16,263 | $14,846+9.5% | $13,435+21.0% | $12,624+28.8% |