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 | $57,204 | $159,602-64.2% | $150,045-61.9% | $142,382-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.41% | 70.24%-53.8pp | 62.55%-46.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,575 | $4,961-68.2% | $4,693-66.4% | $4,299-63.4% |
| Participant deferral / active EE | $18,000 | $8,310+116.6% | $7,997+125.1% | $6,507+176.6% |
| Admin fee / account holder | $306 | $14,846-97.9% | $13,435-97.7% | $12,624-97.6% |