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 | $73,352 | $177,572-58.7% | $154,803-52.6% | $142,382-48.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.48% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $14,620 | $4,810+203.9% | $4,305+239.6% | $4,299+240.1% |
| Participant deferral / active EE | $26,731 | $6,272+326.2% | $5,540+382.5% | $6,507+310.8% |
| Admin fee / account holder | $484 | $16,786-97.1% | $14,329-96.6% | $12,624-96.2% |