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 | $108,157 | $177,572-39.1% | $154,803-30.1% | $142,382-24.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.96% | 65.07%-46.1pp | 58.88%-39.9pp | 217.08%-198.1pp |
| Employer contribution / active EE | $12,849 | $4,810+167.1% | $4,305+198.4% | $4,299+198.9% |
| Participant deferral / active EE | $7,471 | $6,272+19.1% | $5,540+34.8% | $6,507+14.8% |
| Admin fee / account holder | $1,885 | $16,786-88.8% | $14,329-86.8% | $12,624-85.1% |