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 | $152,669 | $214,378-28.8% | $200,582-23.9% | $142,382+7.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 26.44% | 46.41%-20.0pp | 42.33%-15.9pp | 217.08%-190.6pp |
| Employer contribution / active EE | $21,239 | $6,841+210.4% | $6,419+230.9% | $4,299+394.0% |
| Participant deferral / active EE | $8,873 | $9,865-10.1% | $9,331-4.9% | $6,507+36.4% |
| Admin fee / account holder | $428 | $17,692-97.6% | $16,305-97.4% | $12,624-96.6% |