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 10-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 | $53,183 | $84,233-36.9% | $170,442-68.8% | $70,131-24.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 19.26% | 23.06%-3.8pp | 205.93%-186.7pp | 73.14%-53.9pp |
| Employer contribution / active EE | $5,821 | $3,387+71.9% | $5,433+7.1% | $2,342+148.5% |
| Participant deferral / active EE | $4,772 | $3,086+54.6% | $4,939-3.4% | $3,332+43.2% |
| Admin fee / account holder | $862 | $5,698-84.9% | $13,880-93.8% | $4,645-81.4% |