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 | $27,696 | $148,534-81.4% | $135,903-79.6% | $139,434-80.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 27.54% | 79.19%-51.7pp | 68.23%-40.7pp | 372.94%-345.4pp |
| Employer contribution / active EE | $2,924 | $5,243-44.2% | $4,856-39.8% | $4,751-38.5% |
| Participant deferral / active EE | $7,154 | $8,100-11.7% | $7,758-7.8% | $6,710+6.6% |
| Admin fee / account holder | $671 | $12,400-94.6% | $10,762-93.8% | $11,403-94.1% |