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 | $19,948 | $100,773-80.2% | $88,946-77.6% | $142,382-86.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.02% | 70.18%-47.2pp | 57.82%-34.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $5,538 | $2,918+89.8% | $2,555+116.7% | $4,299+28.8% |
| Participant deferral / active EE | $4,187 | $5,230-19.9% | $4,581-8.6% | $6,507-35.7% |
| Admin fee / account holder | $1,278 | $9,693-86.8% | $8,261-84.5% | $12,624-89.9% |