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 | $32,305 | $88,672-63.6% | $105,223-69.3% | $82,448-60.8% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 20.27% | 30.86%-10.6pp | 180.65%-160.4pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,919 | $3,048-4.2% | $3,689-20.9% | $2,551+14.4% |
| Participant deferral / active EE | $3,778 | $4,036-6.4% | $5,072-25.5% | $4,139-8.7% |
| Admin fee / account holder | $772 | $7,146-89.2% | $8,859-91.3% | $7,234-89.3% |