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 | $36,447 | $183,519-80.1% | $155,509-76.6% | $145,922-75.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.38% | 61.17%-44.8pp | 64.67%-48.3pp | 561.29%-544.9pp |
| Employer contribution / active EE | $12,777 | $5,313+140.5% | $4,672+173.5% | $4,660+174.2% |
| Participant deferral / active EE | $12,428 | $6,462+92.3% | $5,626+120.9% | $6,688+85.8% |
| Admin fee / account holder | $2,951 | $19,313-84.7% | $15,912-81.5% | $13,397-78.0% |