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 | $58,954 | $111,535-47.1% | $105,223-44.0% | $137,256-57.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.61% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,820 | $3,939-28.4% | $3,689-23.6% | $4,156-32.2% |
| Participant deferral / active EE | $7,784 | $5,500+41.5% | $5,072+53.5% | $6,407+21.5% |
| Admin fee / account holder | $564 | $9,721-94.2% | $8,859-93.6% | $12,270-95.4% |