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 | $57,372 | $154,228-62.8% | $145,433-60.6% | $137,256-58.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.46% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,887 | $4,804+1.7% | $4,554+7.3% | $4,156+17.6% |
| Participant deferral / active EE | $15,095 | $8,216+83.7% | $7,897+91.1% | $6,407+135.6% |
| Admin fee / account holder | $6,975 | $14,344-51.4% | $13,129-46.9% | $12,270-43.2% |