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 | $34,501 | $104,974-67.1% | $95,585-63.9% | $142,382-75.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.85% | 210.33%-190.5pp | 38.56%-18.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $5,547 | $2,779+99.6% | $2,527+119.6% | $4,299+29.0% |
| Participant deferral / active EE | $7,446 | $4,352+71.1% | $4,023+85.1% | $6,507+14.4% |
| Admin fee / account holder | $764 | $6,386-88.0% | $6,127-87.5% | $12,624-93.9% |