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 | $76,420 | $100,970-24.3% | $96,576-20.9% | $137,256-44.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 18.08% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $4,054 | $3,809+6.4% | $3,553+14.1% | $4,156-2.5% |
| Participant deferral / active EE | $5,461 | $8,286-34.1% | $7,956-31.4% | $6,407-14.8% |
| Admin fee / account holder | $2,906 | $11,312-74.3% | $11,381-74.5% | $12,270-76.3% |