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 | $28,185 | $185,822-84.8% | $169,993-83.4% | $139,434-79.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.00% | 60.50%-11.5pp | 53.37%-4.4pp | 372.94%-323.9pp |
| Employer contribution / active EE | $9,920 | $7,590+30.7% | $6,785+46.2% | $4,751+108.8% |
| Participant deferral / active EE | $9,498 | $11,622-18.3% | $10,408-8.7% | $6,710+41.5% |
| Admin fee / account holder | $823 | $15,381-94.6% | $12,815-93.6% | $11,403-92.8% |