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 | $161,815 | $228,332-29.1% | $185,823-12.9% | $158,922+1.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.16% | 40.80%-22.6pp | 35.95%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $5,933 | $4,967+19.5% | $4,087+45.2% | $4,761+24.6% |
| Participant deferral / active EE | $4,000 | $6,415-37.6% | $5,632-29.0% | $5,982-33.1% |
| Admin fee / account holder | $9,920 | $11,864-16.4% | $9,500+4.4% | $11,246-11.8% |