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 | $76,838 | $114,381-32.8% | $107,525-28.5% | $142,382-46.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.03% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,259 | $4,015-43.7% | $3,754-39.8% | $4,299-47.5% |
| Participant deferral / active EE | $13,584 | $5,564+144.1% | $5,116+165.5% | $6,507+108.8% |
| Admin fee / account holder | $2,498 | $9,860-74.7% | $8,919-72.0% | $12,624-80.2% |