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 | $52,019 | $159,602-67.4% | $150,045-65.3% | $142,382-63.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.25% | 70.24%-55.0pp | 62.55%-47.3pp | 217.08%-201.8pp |
| Employer contribution / active EE | $3,484 | $4,961-29.8% | $4,693-25.8% | $4,299-19.0% |
| Participant deferral / active EE | $7,793 | $8,310-6.2% | $7,997-2.5% | $6,507+19.8% |
| Admin fee / account holder | $57,763 | $14,846+289.1% | $13,435+330.0% | $12,624+357.6% |