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 | $37,613 | $110,261-65.9% | $95,745-60.7% | $139,434-73.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.18% | 27.11%-5.9pp | 28.35%-7.2pp | 372.94%-351.8pp |
| Employer contribution / active EE | $8,872 | $3,257+172.4% | $2,835+213.0% | $4,751+86.7% |
| Participant deferral / active EE | $7,447 | $4,676+59.3% | $4,245+75.4% | $6,710+11.0% |
| Admin fee / account holder | $2,423 | $6,613-63.4% | $5,678-57.3% | $11,403-78.8% |