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 | $63,759 | $114,381-44.3% | $107,525-40.7% | $142,382-55.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 30.97% | 242.71%-211.7pp | 181.32%-150.4pp | 217.08%-186.1pp |
| Employer contribution / active EE | $18,405 | $4,015+358.4% | $3,754+390.3% | $4,299+328.1% |
| Participant deferral / active EE | $7,116 | $5,564+27.9% | $5,116+39.1% | $6,507+9.4% |
| Admin fee / account holder | $10,181 | $9,860+3.3% | $8,919+14.2% | $12,624-19.4% |