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 | $18,568 | $148,534-87.5% | $135,903-86.3% | $139,434-86.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.15% | 79.19%-59.0pp | 68.23%-48.1pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,838 | $5,243-7.7% | $4,856-0.4% | $4,751+1.8% |
| Participant deferral / active EE | $18,208 | $8,100+124.8% | $7,758+134.7% | $6,710+171.3% |
| Admin fee / account holder | $20,184 | $12,400+62.8% | $10,762+87.6% | $11,403+77.0% |