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 | $84,345 | $175,202-51.9% | $149,673-43.6% | $139,434-39.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.62% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $16,273 | $5,474+197.3% | $4,818+237.8% | $4,751+242.5% |
| Participant deferral / active EE | $11,042 | $6,519+69.4% | $5,680+94.4% | $6,710+64.6% |
| Admin fee / account holder | $2,366 | $16,150-85.4% | $13,210-82.1% | $11,403-79.3% |