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 | $71,092 | $71,829-1.0% | $69,780+1.9% | $142,382-50.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 19.51% | 31.01%-11.5pp | 26.31%-6.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $15,409 | $4,385+251.4% | $4,168+269.7% | $4,299+258.4% |
| Participant deferral / active EE | $10,119 | $6,819+48.4% | $6,164+64.2% | $6,507+55.5% |
| Admin fee / account holder | $716 | $7,818-90.8% | $7,285-90.2% | $12,624-94.3% |