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 | $42,606 | $159,602-73.3% | $150,045-71.6% | $142,382-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.02% | 70.24%-48.2pp | 62.55%-40.5pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,011 | $4,961-59.5% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $6,944 | $8,310-16.4% | $7,997-13.2% | $6,507+6.7% |
| Admin fee / account holder | $1,872 | $14,846-87.4% | $13,435-86.1% | $12,624-85.2% |