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 | $42,202 | $159,602-73.6% | $150,045-71.9% | $142,382-70.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.42% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $5,162 | $4,961+4.1% | $4,693+10.0% | $4,299+20.1% |
| Participant deferral / active EE | $10,523 | $8,310+26.6% | $7,997+31.6% | $6,507+61.7% |
| Admin fee / account holder | $9,591 | $14,846-35.4% | $13,435-28.6% | $12,624-24.0% |