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 | $95,249 | $197,591-51.8% | $177,821-46.4% | $158,922-40.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.49% | 58.76%-47.3pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $35,733 | $6,697+433.5% | $5,918+503.8% | $4,761+650.5% |
| Participant deferral / active EE | $11,100 | $8,405+32.1% | $7,714+43.9% | $5,982+85.6% |
| Admin fee / account holder | $13,457 | $15,399-12.6% | $12,427+8.3% | $11,246+19.7% |