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 | $76,998 | $148,534-48.2% | $135,903-43.3% | $139,434-44.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.54% | 79.19%-62.7pp | 68.23%-51.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $11,409 | $5,243+117.6% | $4,856+134.9% | $4,751+140.2% |
| Participant deferral / active EE | $8,399 | $8,100+3.7% | $7,758+8.3% | $6,710+25.2% |
| Admin fee / account holder | $1,244 | $12,400-90.0% | $10,762-88.4% | $11,403-89.1% |