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 | $105,131 | $185,822-43.4% | $169,993-38.2% | $139,434-24.6% |
| Participation rate | 94.4% | 87.8%+6.7pp | 87.0%+7.4pp | 80.3%+14.1pp |
| Annual return | 13.95% | 60.50%-46.6pp | 53.37%-39.4pp | 372.94%-359.0pp |
| Employer contribution / active EE | $5,602 | $7,590-26.2% | $6,785-17.4% | $4,751+17.9% |
| Participant deferral / active EE | $10,463 | $11,622-10.0% | $10,408+0.5% | $6,710+55.9% |
| Admin fee / account holder | $27,076 | $15,381+76.0% | $12,815+111.3% | $11,403+137.5% |