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 | $52,004 | $175,202-70.3% | $149,673-65.3% | $139,434-62.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 10.69% | 166.71%-156.0pp | 134.42%-123.7pp | 372.94%-362.2pp |
| Employer contribution / active EE | $4,686 | $5,474-14.4% | $4,818-2.7% | $4,751-1.4% |
| Participant deferral / active EE | $10,919 | $6,519+67.5% | $5,680+92.2% | $6,710+62.7% |
| Admin fee / account holder | $24,300 | $16,150+50.5% | $13,210+84.0% | $11,403+113.1% |