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 | $70,736 | $177,572-60.2% | $154,803-54.3% | $142,382-50.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.23% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $4,234 | $4,810-12.0% | $4,305-1.7% | $4,299-1.5% |
| Participant deferral / active EE | $10,013 | $6,272+59.7% | $5,540+80.7% | $6,507+53.9% |
| Admin fee / account holder | $746 | $16,786-95.6% | $14,329-94.8% | $12,624-94.1% |