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 | $54,881 | $154,228-64.4% | $145,433-62.3% | $137,256-60.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.85% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,106 | $4,804-35.3% | $4,554-31.8% | $4,156-25.3% |
| Participant deferral / active EE | $8,205 | $8,216-0.1% | $7,897+3.9% | $6,407+28.1% |
| Admin fee / account holder | $480 | $14,344-96.7% | $13,129-96.3% | $12,270-96.1% |