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 | $84,210 | $165,984-49.3% | $164,813-48.9% | $145,922-42.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.40% | 100.03%-84.6pp | 69.93%-54.5pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,567 | $5,273-32.4% | $4,341-17.8% | $4,660-23.5% |
| Participant deferral / active EE | $15,619 | $6,959+124.4% | $6,031+159.0% | $6,688+133.5% |
| Admin fee / account holder | $735 | $16,648-95.6% | $12,690-94.2% | $13,397-94.5% |