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 | $26,003 | $133,922-80.6% | $116,228-77.6% | $142,382-81.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 11.76% | 147.76%-136.0pp | 90.06%-78.3pp | 217.08%-205.3pp |
| Employer contribution / active EE | $6,249 | $3,446+81.4% | $2,994+108.7% | $4,299+45.4% |
| Participant deferral / active EE | $7,924 | $5,672+39.7% | $4,953+60.0% | $6,507+21.8% |
| Admin fee / account holder | $24,076 | $14,945+61.1% | $11,989+100.8% | $12,624+90.7% |