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 3-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 | $55,661 | $159,602-65.1% | $150,045-62.9% | $142,382-60.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.28% | 70.24%-56.0pp | 62.55%-48.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $6,271 | $4,961+26.4% | $4,693+33.6% | $4,299+45.9% |
| Participant deferral / active EE | $11,268 | $8,310+35.6% | $7,997+40.9% | $6,507+73.2% |
| Admin fee / account holder | $21,525 | $14,846+45.0% | $13,435+60.2% | $12,624+70.5% |