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 | $67,317 | $177,572-62.1% | $154,803-56.5% | $142,382-52.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.97% | 65.07%-43.1pp | 58.88%-36.9pp | 217.08%-195.1pp |
| Employer contribution / active EE | $12,458 | $4,810+159.0% | $4,305+189.4% | $4,299+189.8% |
| Participant deferral / active EE | $4,565 | $6,272-27.2% | $5,540-17.6% | $6,507-29.8% |
| Admin fee / account holder | $435 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |