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 | $71,948 | $117,983-39.0% | $101,794-29.3% | $142,382-49.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 22.72% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.4pp |
| Employer contribution / active EE | $13,893 | $2,773+401.1% | $2,289+507.0% | $4,299+223.2% |
| Participant deferral / active EE | $8,887 | $4,714+88.5% | $4,084+117.6% | $6,507+36.6% |
| Admin fee / account holder | $550 | $10,433-94.7% | $8,777-93.7% | $12,624-95.6% |