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 | $59,213 | $159,602-62.9% | $150,045-60.5% | $142,382-58.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.46% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $6,001 | $4,961+21.0% | $4,693+27.9% | $4,299+39.6% |
| Participant deferral / active EE | $10,821 | $8,310+30.2% | $7,997+35.3% | $6,507+66.3% |
| Admin fee / account holder | $2,669 | $14,846-82.0% | $13,435-80.1% | $12,624-78.9% |