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 | $91,290 | $154,228-40.8% | $145,433-37.2% | $137,256-33.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.99% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $6,323 | $4,804+31.6% | $4,554+38.8% | $4,156+52.1% |
| Participant deferral / active EE | $18,047 | $8,216+119.6% | $7,897+128.5% | $6,407+181.7% |
| Admin fee / account holder | $6,796 | $14,344-52.6% | $13,129-48.2% | $12,270-44.6% |