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 | $156,449 | $111,754+40.0% | $103,333+51.4% | $145,922+7.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,768 | $4,212+13.2% | $3,868+23.3% | $4,660+2.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,352 | $9,750-34.8% | $8,355-24.0% | $13,397-52.6% |