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 | $70,001 | $177,572-60.6% | $154,803-54.8% | $142,382-50.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 53.24% | 65.07%-11.8pp | 58.88%-5.6pp | 217.08%-163.8pp |
| Employer contribution / active EE | $5,190 | $4,810+7.9% | $4,305+20.6% | $4,299+20.7% |
| Participant deferral / active EE | $7,580 | $6,272+20.9% | $5,540+36.8% | $6,507+16.5% |
| Admin fee / account holder | $479 | $16,786-97.1% | $14,329-96.7% | $12,624-96.2% |