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 | $52,416 | $176,056-70.2% | $159,436-67.1% | $167,490-68.7% |
| Participation rate | 91.7% | 84.9%+6.7pp | 82.8%+8.8pp | 82.1%+9.6pp |
| Annual return | 14.13% | 331.75%-317.6pp | 263.57%-249.4pp | 478.56%-464.4pp |
| Employer contribution / active EE | $12,559 | $5,297+137.1% | $4,829+160.1% | $4,837+159.6% |
| Participant deferral / active EE | $7,706 | $7,750-0.6% | $7,352+4.8% | $6,341+21.5% |
| Admin fee / account holder | $301 | $12,554-97.6% | $10,799-97.2% | $12,309-97.6% |