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 | $49,147 | $179,726-72.7% | $156,263-68.5% | $142,382-65.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.69% | 77.86%-57.2pp | 59.47%-38.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $5,160 | $5,069+1.8% | $4,333+19.1% | $4,299+20.0% |
| Participant deferral / active EE | $10,741 | $6,956+54.4% | $6,158+74.4% | $6,507+65.1% |
| Admin fee / account holder | $3,702 | $17,272-78.6% | $14,255-74.0% | $12,624-70.7% |