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 | $44,411 | $111,754-60.3% | $103,333-57.0% | $145,922-69.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $11,721 | $4,212+178.2% | $3,868+203.0% | $4,660+151.5% |
| Participant deferral / active EE | $11,186 | $5,619+99.1% | $5,057+121.2% | $6,688+67.3% |
| Admin fee / account holder | $6,395 | $9,750-34.4% | $8,355-23.5% | $13,397-52.3% |