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 | $31,575 | $177,572-82.2% | $154,803-79.6% | $142,382-77.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.22% | 65.07%-45.8pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $5,142 | $4,810+6.9% | $4,305+19.4% | $4,299+19.6% |
| Participant deferral / active EE | $17,069 | $6,272+172.2% | $5,540+208.1% | $6,507+162.3% |
| Admin fee / account holder | $3,402 | $16,786-79.7% | $14,329-76.3% | $12,624-73.1% |