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 | $69,268 | $177,572-61.0% | $154,803-55.3% | $142,382-51.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.76% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $6,028 | $4,810+25.3% | $4,305+40.0% | $4,299+40.2% |
| Participant deferral / active EE | $4,667 | $6,272-25.6% | $5,540-15.8% | $6,507-28.3% |
| Admin fee / account holder | $3,986 | $16,786-76.3% | $14,329-72.2% | $12,624-68.4% |