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 | $64,100 | $148,534-56.8% | $135,903-52.8% | $139,434-54.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.10% | 79.19%-61.1pp | 68.23%-50.1pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,166 | $5,243-77.8% | $4,856-76.0% | $4,751-75.5% |
| Participant deferral / active EE | $7,887 | $8,100-2.6% | $7,758+1.7% | $6,710+17.5% |
| Admin fee / account holder | $423 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |