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 | $71,114 | $110,261-35.5% | $95,745-25.7% | $139,434-49.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.48% | 27.11%-3.6pp | 28.35%-4.9pp | 372.94%-349.5pp |
| Employer contribution / active EE | $4,480 | $3,257+37.5% | $2,835+58.0% | $4,751-5.7% |
| Participant deferral / active EE | $12,867 | $4,676+175.2% | $4,245+203.1% | $6,710+91.8% |
| Admin fee / account holder | $12,266 | $6,613+85.5% | $5,678+116.0% | $11,403+7.6% |