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 | $45,704 | $148,534-69.2% | $135,903-66.4% | $139,434-67.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.61% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $16,976 | $5,243+223.8% | $4,856+249.6% | $4,751+257.3% |
| Participant deferral / active EE | $6,084 | $8,100-24.9% | $7,758-21.6% | $6,710-9.3% |
| Admin fee / account holder | $646 | $12,400-94.8% | $10,762-94.0% | $11,403-94.3% |