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 | $58,944 | $148,534-60.3% | $135,903-56.6% | $139,434-57.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.79% | 79.19%-58.4pp | 68.23%-47.4pp | 372.94%-352.2pp |
| Employer contribution / active EE | $7,804 | $5,243+48.8% | $4,856+60.7% | $4,751+64.3% |
| Participant deferral / active EE | $22,552 | $8,100+178.4% | $7,758+190.7% | $6,710+236.1% |
| Admin fee / account holder | $2,485 | $12,400-80.0% | $10,762-76.9% | $11,403-78.2% |