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 | $53,938 | $185,822-71.0% | $169,993-68.3% | $139,434-61.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.13% | 60.50%-40.4pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $12,260 | $7,590+61.5% | $6,785+80.7% | $4,751+158.1% |
| Participant deferral / active EE | $15,686 | $11,622+35.0% | $10,408+50.7% | $6,710+133.8% |
| Admin fee / account holder | $315 | $15,381-98.0% | $12,815-97.5% | $11,403-97.2% |