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 | $81,129 | $107,452-24.5% | $91,541-11.4% | $142,382-43.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.18% | 22.06%-4.9pp | 20.50%-3.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $13,345 | $2,994+345.7% | $2,505+432.8% | $4,299+210.4% |
| Participant deferral / active EE | $8,518 | $4,754+79.2% | $4,008+112.5% | $6,507+30.9% |
| Admin fee / account holder | $1,008 | $8,834-88.6% | $6,956-85.5% | $12,624-92.0% |