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 | $31,596 | $77,899-59.4% | $149,673-78.9% | $75,163-58.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 33.59% | 31.72%+1.9pp | 134.42%-100.8pp | 160.62%-127.0pp |
| Employer contribution / active EE | $8,490 | $3,137+170.6% | $4,818+76.2% | $2,670+218.0% |
| Participant deferral / active EE | $8,415 | $3,411+146.7% | $5,680+48.1% | $4,125+104.0% |
| Admin fee / account holder | $338 | $5,956-94.3% | $13,210-97.4% | $5,651-94.0% |