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 | $75,940 | $104,974-27.7% | $95,585-20.6% | $142,382-46.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.37% | 210.33%-195.0pp | 38.56%-23.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $4,553 | $2,779+63.9% | $2,527+80.2% | $4,299+5.9% |
| Participant deferral / active EE | $8,192 | $4,352+88.2% | $4,023+103.6% | $6,507+25.9% |
| Admin fee / account holder | $1,147 | $6,386-82.0% | $6,127-81.3% | $12,624-90.9% |