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 | $58,702 | $100,773-41.7% | $88,946-34.0% | $142,382-58.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.48% | 70.18%-50.7pp | 57.82%-38.3pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,429 | $2,918+86.1% | $2,555+112.5% | $4,299+26.3% |
| Participant deferral / active EE | $6,100 | $5,230+16.6% | $4,581+33.1% | $6,507-6.3% |
| Admin fee / account holder | $394 | $9,693-95.9% | $8,261-95.2% | $12,624-96.9% |