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 | $73,156 | $209,336-65.1% | $197,124-62.9% | $137,256-46.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.71% | 48.09%-34.4pp | 44.34%-30.6pp | 220.34%-206.6pp |
| Employer contribution / active EE | $2,592 | $6,591-60.7% | $6,227-58.4% | $4,156-37.6% |
| Participant deferral / active EE | $15,140 | $9,614+57.5% | $9,135+65.7% | $6,407+136.3% |
| Admin fee / account holder | $14,594 | $17,308-15.7% | $16,298-10.5% | $12,270+18.9% |