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 | $48,540 | $154,117-68.5% | $129,995-62.7% | $139,434-65.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.46% | 32.48%-10.0pp | -137.18%+159.6pp | 372.94%-350.5pp |
| Employer contribution / active EE | $4,988 | $5,289-5.7% | $4,320+15.5% | $4,751+5.0% |
| Participant deferral / active EE | $18,720 | $6,710+179.0% | $5,820+221.6% | $6,710+179.0% |
| Admin fee / account holder | $693 | $14,007-95.1% | $10,614-93.5% | $11,403-93.9% |