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 | $41,241 | $148,534-72.2% | $135,903-69.7% | $139,434-70.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.22% | 79.19%-62.0pp | 68.23%-51.0pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,317 | $5,243-55.8% | $4,856-52.3% | $4,751-51.2% |
| Participant deferral / active EE | $7,305 | $8,100-9.8% | $7,758-5.8% | $6,710+8.9% |
| Admin fee / account holder | $2,777 | $12,400-77.6% | $10,762-74.2% | $11,403-75.6% |