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 | $104,947 | $148,534-29.3% | $135,903-22.8% | $139,434-24.7% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 22.53% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $20,773 | $5,243+296.2% | $4,856+327.8% | $4,751+337.2% |
| Participant deferral / active EE | $13,084 | $8,100+61.5% | $7,758+68.7% | $6,710+95.0% |
| Admin fee / account holder | $423 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |