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 4-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 | $45,535 | $185,822-75.5% | $169,993-73.2% | $139,434-67.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.78% | 60.50%-37.7pp | 53.37%-30.6pp | 372.94%-350.2pp |
| Employer contribution / active EE | $10,756 | $7,590+41.7% | $6,785+58.5% | $4,751+126.4% |
| Participant deferral / active EE | $17,187 | $11,622+47.9% | $10,408+65.1% | $6,710+156.1% |
| Admin fee / account holder | $2,519 | $15,381-83.6% | $12,815-80.3% | $11,403-77.9% |