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 | $51,958 | $127,065-59.1% | $113,168-54.1% | $142,382-63.5% |
| Participation rate | 70.0% | 79.2%-9.2pp | 76.6%-6.6pp | 80.1%-10.1pp |
| Annual return | 20.71% | 24.03%-3.3pp | 24.27%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $8,226 | $3,442+139.0% | $2,975+176.5% | $4,299+91.3% |
| Participant deferral / active EE | $5,017 | $5,716-12.2% | $5,107-1.8% | $6,507-22.9% |
| Admin fee / account holder | $433 | $15,736-97.2% | $12,068-96.4% | $12,624-96.6% |