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 | $117,804 | $159,602-26.2% | $150,045-21.5% | $142,382-17.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.78% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $11,688 | $4,961+135.6% | $4,693+149.0% | $4,299+171.9% |
| Participant deferral / active EE | $8,435 | $8,310+1.5% | $7,997+5.5% | $6,507+29.6% |
| Admin fee / account holder | $3,123 | $14,846-79.0% | $13,435-76.8% | $12,624-75.3% |