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 | $234,767 | $148,534+58.1% | $135,903+72.7% | $139,434+68.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.90% | 79.19%-65.3pp | 68.23%-54.3pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,540 | $5,243-51.5% | $4,856-47.7% | $4,751-46.5% |
| Participant deferral / active EE | $16,644 | $8,100+105.5% | $7,758+114.5% | $6,710+148.0% |
| Admin fee / account holder | $2,815 | $12,400-77.3% | $10,762-73.8% | $11,403-75.3% |