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 | $70,632 | $114,381-38.2% | $107,525-34.3% | $142,382-50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 242.71%-227.5pp | 181.32%-166.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $3,324 | $4,015-17.2% | $3,754-11.5% | $4,299-22.7% |
| Participant deferral / active EE | $13,872 | $5,564+149.3% | $5,116+171.2% | $6,507+113.2% |
| Admin fee / account holder | $626 | $9,860-93.7% | $8,919-93.0% | $12,624-95.0% |