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 | $112,653 | $185,822-39.4% | $169,993-33.7% | $139,434-19.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.02% | 60.50%-38.5pp | 53.37%-31.3pp | 372.94%-350.9pp |
| Employer contribution / active EE | $19,854 | $7,590+161.6% | $6,785+192.6% | $4,751+317.9% |
| Participant deferral / active EE | $15,000 | $11,622+29.1% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $859 | $15,381-94.4% | $12,815-93.3% | $11,403-92.5% |