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 | $14,802 | $69,207-78.6% | $64,056-76.9% | $139,434-89.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.46% | 45.88%-27.4pp | 33.69%-15.2pp | 372.94%-354.5pp |
| Employer contribution / active EE | $4,812 | $3,182+51.2% | $2,747+75.2% | $4,751+1.3% |
| Participant deferral / active EE | $5,517 | $4,682+17.8% | $3,880+42.2% | $6,710-17.8% |
| Admin fee / account holder | $5,445 | $4,244+28.3% | $3,068+77.5% | $11,403-52.2% |