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 | $56,107 | $159,602-64.8% | $150,045-62.6% | $142,382-60.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.35% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.7pp |
| Employer contribution / active EE | $6,459 | $4,961+30.2% | $4,693+37.6% | $4,299+50.2% |
| Participant deferral / active EE | $14,484 | $8,310+74.3% | $7,997+81.1% | $6,507+122.6% |
| Admin fee / account holder | $3,452 | $14,846-76.7% | $13,435-74.3% | $12,624-72.7% |