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 | $122,897 | $185,822-33.9% | $169,993-27.7% | $139,434-11.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.21% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $24,361 | $7,590+221.0% | $6,785+259.0% | $4,751+412.8% |
| Participant deferral / active EE | $15,858 | $11,622+36.4% | $10,408+52.4% | $6,710+136.3% |
| Admin fee / account holder | $2,085 | $15,381-86.4% | $12,815-83.7% | $11,403-81.7% |