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 | $90,955 | $177,572-48.8% | $154,803-41.2% | $142,382-36.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.97% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $5,270 | $4,810+9.6% | $4,305+22.4% | $4,299+22.6% |
| Participant deferral / active EE | $10,298 | $6,272+64.2% | $5,540+85.9% | $6,507+58.3% |
| Admin fee / account holder | $6,885 | $16,786-59.0% | $14,329-52.0% | $12,624-45.5% |