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 | $132,550 | $159,602-16.9% | $150,045-11.7% | $142,382-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.60% | 70.24%-56.6pp | 62.55%-48.9pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,334 | $4,961-52.9% | $4,693-50.3% | $4,299-45.7% |
| Participant deferral / active EE | $10,826 | $8,310+30.3% | $7,997+35.4% | $6,507+66.4% |
| Admin fee / account holder | $11,042 | $14,846-25.6% | $13,435-17.8% | $12,624-12.5% |