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 | $144,291 | $185,822-22.4% | $169,993-15.1% | $139,434+3.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.55% | 60.50%-44.0pp | 53.37%-36.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $2,236 | $7,590-70.5% | $6,785-67.0% | $4,751-52.9% |
| Participant deferral / active EE | $3,232 | $11,622-72.2% | $10,408-68.9% | $6,710-51.8% |
| Admin fee / account holder | $1,838 | $15,381-88.0% | $12,815-85.7% | $11,403-83.9% |