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 | $51,463 | $177,572-71.0% | $154,803-66.8% | $142,382-63.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.42% | 65.07%-43.6pp | 58.88%-37.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,521 | $4,810-47.6% | $4,305-41.5% | $4,299-41.4% |
| Participant deferral / active EE | $9,207 | $6,272+46.8% | $5,540+66.2% | $6,507+41.5% |
| Admin fee / account holder | $789 | $16,786-95.3% | $14,329-94.5% | $12,624-93.7% |