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 | $54,745 | $214,378-74.5% | $200,582-72.7% | $142,382-61.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.62% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $17,253 | $6,841+152.2% | $6,419+168.8% | $4,299+301.3% |
| Participant deferral / active EE | $15,182 | $9,865+53.9% | $9,331+62.7% | $6,507+133.3% |
| Admin fee / account holder | $110,227 | $17,692+523.0% | $16,305+576.1% | $12,624+773.2% |