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 | $23,950 | $148,534-83.9% | $135,903-82.4% | $139,434-82.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.49% | 79.19%-48.7pp | 68.23%-37.7pp | 372.94%-342.5pp |
| Employer contribution / active EE | $6,699 | $5,243+27.8% | $4,856+38.0% | $4,751+41.0% |
| Participant deferral / active EE | $12,087 | $8,100+49.2% | $7,758+55.8% | $6,710+80.1% |
| Admin fee / account holder | $4,208 | $12,400-66.1% | $10,762-60.9% | $11,403-63.1% |