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 | $95,386 | $159,602-40.2% | $150,045-36.4% | $142,382-33.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.85% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $3,820 | $4,961-23.0% | $4,693-18.6% | $4,299-11.1% |
| Participant deferral / active EE | $14,565 | $8,310+75.3% | $7,997+82.1% | $6,507+123.8% |
| Admin fee / account holder | $16,345 | $14,846+10.1% | $13,435+21.7% | $12,624+29.5% |