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 | $55,950 | $177,572-68.5% | $154,803-63.9% | $142,382-60.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.41% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,859 | $4,810-61.3% | $4,305-56.8% | $4,299-56.8% |
| Participant deferral / active EE | $10,801 | $6,272+72.2% | $5,540+94.9% | $6,507+66.0% |
| Admin fee / account holder | $2,087 | $16,786-87.6% | $14,329-85.4% | $12,624-83.5% |