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 | $72,330 | $93,571-22.7% | $135,903-46.8% | $75,163-3.8% |
| Participation rate | 93.4% | 75.2%+18.3pp | 81.9%+11.5pp | 67.2%+26.3pp |
| Annual return | 39.96% | 30.90%+9.1pp | 68.23%-28.3pp | 160.62%-120.7pp |
| Employer contribution / active EE | $12,950 | $3,537+266.2% | $4,856+166.7% | $2,670+385.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,661 | $6,975-61.9% | $10,762-75.3% | $5,651-52.9% |