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 | $39,771 | $108,919-63.5% | $100,391-60.4% | $145,922-72.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.42% | 57.88%-44.5pp | 49.20%-35.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $8,785 | $4,419+98.8% | $3,942+122.9% | $4,660+88.5% |
| Participant deferral / active EE | $13,287 | $8,445+57.3% | $8,082+64.4% | $6,688+98.7% |
| Admin fee / account holder | $11,886 | $9,689+22.7% | $7,899+50.5% | $13,397-11.3% |