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 | $168,140 | $177,572-5.3% | $154,803+8.6% | $142,382+18.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.09% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $18,789 | $4,810+290.6% | $4,305+336.4% | $4,299+337.1% |
| Participant deferral / active EE | $8,519 | $6,272+35.8% | $5,540+53.8% | $6,507+30.9% |
| Admin fee / account holder | $578 | $16,786-96.6% | $14,329-96.0% | $12,624-95.4% |