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 | $32,109 | $148,534-78.4% | $135,903-76.4% | $139,434-77.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.45% | 79.19%-59.7pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,928 | $5,243+13.1% | $4,856+22.1% | $4,751+24.8% |
| Participant deferral / active EE | $8,209 | $8,100+1.3% | $7,758+5.8% | $6,710+22.3% |
| Admin fee / account holder | $8,026 | $12,400-35.3% | $10,762-25.4% | $11,403-29.6% |