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 | $89,262 | $140,940-36.7% | $112,229-20.5% | $139,434-36.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 30.98% | 32.71%-1.7pp | 30.20%+0.8pp | 372.94%-342.0pp |
| Employer contribution / active EE | $19,117 | $4,283+346.3% | $3,430+457.3% | $4,751+302.4% |
| Participant deferral / active EE | $14,133 | $5,874+140.6% | $4,798+194.6% | $6,710+110.6% |
| Admin fee / account holder | $2,137 | $9,954-78.5% | $7,748-72.4% | $11,403-81.3% |