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 | $39,194 | $177,572-77.9% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.94% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,298 | $4,810-52.2% | $4,305-46.6% | $4,299-46.6% |
| Participant deferral / active EE | $10,976 | $6,272+75.0% | $5,540+98.1% | $6,507+68.7% |
| Admin fee / account holder | $3,712 | $16,786-77.9% | $14,329-74.1% | $12,624-70.6% |