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 | $31,645 | $185,822-83.0% | $169,993-81.4% | $139,434-77.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.47% | 60.50%-33.0pp | 53.37%-25.9pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,137 | $7,590-71.9% | $6,785-68.5% | $4,751-55.0% |
| Participant deferral / active EE | $10,648 | $11,622-8.4% | $10,408+2.3% | $6,710+58.7% |
| Admin fee / account holder | $496 | $15,381-96.8% | $12,815-96.1% | $11,403-95.6% |