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 | $57,143 | $109,881-48.0% | $150,045-61.9% | $84,808-32.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 28.46% | 28.25%+0.2pp | 62.55%-34.1pp | 40.90%-12.4pp |
| Employer contribution / active EE | $5,477 | $3,561+53.8% | $4,693+16.7% | $2,631+108.2% |
| Participant deferral / active EE | $9,506 | $6,636+43.3% | $7,997+18.9% | $4,212+125.7% |
| Admin fee / account holder | $691 | $8,568-91.9% | $13,435-94.9% | $7,344-90.6% |