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 | $53,381 | $74,888-28.7% | $71,209-25.0% | $142,382-62.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 16.18% | 345.14%-329.0pp | 282.51%-266.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,240 | $2,854+153.6% | $2,721+166.1% | $4,299+68.4% |
| Participant deferral / active EE | $3,382 | $4,454-24.1% | $4,175-19.0% | $6,507-48.0% |
| Admin fee / account holder | $748 | $5,568-86.6% | $5,349-86.0% | $12,624-94.1% |